The Quick Workflow screen is found at the Configuration level. The screen shows all existing Quick Workflows (QWFs) in a grid form.
New QWFs are added by clicking the
in the upper left hand corner of the grid.
To create a new QWF by copying an existing QWF or to edit an existing QWF, click the pencil icon
.
When creating a new QWF by copying an existing QWF, open the record and click
.
A confirmation pop-up window appears. Click
to continue and to view the newly created QWF.
A copied QWF is set to inactive status by default. All configured elements conditions, merge options, output selected, etc) from the QWF being copied from will appear in the newly created QWF with "(Copy)" appearing at the end of the Quick Workflow Name.
When creating a new QWF rule you should specify a unique name for the new rule. You can also enter an optional description. Next, select a Data Type from the drop down list and click
.
The Data Type field identifies the general context of the data that will trigger the rule. At this time, a comprehensive set of Assignment, Authorization and Billing Entity data sources as well as a limited set of Company data is supported.
Once a Data Type has been selected and the Quick Workflow has been saved, the Data Type field will lock down and can no longer be changed.
After clicking
, more data is available on the Quick Workflow Details screen.
From this point, there are 3 steps to configuring a QWF: