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Last updated:September 20, 2024

Service Workflow Guide

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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.

Step-by-step

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Service Workflow Guide
  1. What are Workflows?
  2. What is the Workflows menu (Admin panel)?
  3. How to use the Workflow buttons
  4. How to create & edit Custom Fields
  5. How to create & edit Custom Forms
  6. How to create & edit Value Sets
  7. Automated Actions in the Overview
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