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Service Workflow

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Ensure continuous performance at the highest levels through guided workflows. 
Adapt your workflows to your specific needs with proactive user guidance and automated instructions.

Service Workflow Guide

Please open the below links in a new tab (middle-mouse-click) if you want to work on this guide step-by-step.

1 - What are Workflows?
-> Link
2 - What is the Workflows menu (Admin Panel)?
Link
3 - How to use the Workflow buttons ->
Link
4 - How to create & edit custom fields ->
Link
5 - How to create & edit custom forms->
Link
6 - How to create & edit value sets ->
Link
7 - Automated Actions in the overview ->
Link
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