Workflow Features
Last update:CCH Workflow
Workflow Launcher
The document outlines the functionality of the Workflow Launcher, allowing users to initiate different workflows within an ongoing workflow. It provides steps to configure the launcher, including workflow selection and error handling. Validation rules for launching specific workflows based on client data are detailed. Additionally, it describes notifications users will receive if a launched workflow fails to complete or if it has already been initiated for a client. Images illustrate the process and errors encountered during workflow launches.
CCH Workflow
Check Extra Field
The "Check Extra Field" activity allows users to verify the values of category extra fields set on a client. For example, it can check if the 'Delivery Option' field is set to 'Portal'. Users can configure step properties, including naming the check, selecting the extra field type and applicable value, and defining next steps. It is important to note that only category extra fields assigned to clients are available, and those allowing multiple values are excluded from this activity.
CCH Workflow
Modified by
The document outlines features within the Standard Workflow screen that indicate when a workflow template was last modified. It includes two key points: "Last Modified," which shows the date of the last modification, and "Last Modified By," which displays the name of the user who made that modification. An accompanying image illustrates these features.