Tutorial
Configure a workflow and notification
In staging, select the record type and define the intended states and allowed transitions.
Before you start
Configure the company, users, workflows, custom fields, printing, communications and integrations. Administrative changes affect other users and should be tested in staging before production deployment.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Step-by-step instructions
- In staging, select the record type and define the intended states and allowed transitions.
- Assign transition roles, approval conditions and the responsible reviewers.
- Configure the notification event, recipients and message without disclosing private fields to an unauthorized audience.
- Test draft, approval, rejection and exception paths, then deploy the approved configuration.
Check the result
Return to the saved record or relevant list and verify the intended values, links and status. Check the role-restricted portal or report when it is part of this task. A successful save, approval, submission and external payment are different events.
Troubleshooting
A displayed status field can be read-only or controlled by a workflow. A notification rule needs a working outgoing email account to deliver messages.
If the task is blocked, record the page name, operation, error text and time. Contact Support through an authorized channel. Remove passwords and unnecessary personal information from screenshots.