Follow this guide if you need to create roles of a workflow to a service company.
- Select the Workflow, go to the tab Status sequence and press Create
- In “next allowed statuses” mark Created, In progress and Awaiting approval
- Click on the select button next to Responsible
- Press the Select button next to Company
- Select a Company or Create a new. (If you create a new company only the Name and E-mail address is mandatory for the workflow to work)
- Press OK to both windows
- Set Notify responsible to Yes and press Update
- Press Create again
- Under “Status” choose In progress
- In “next allowed statuses” mark Created, In progress and Awaiting approval
- Press Update
- Press Create again
- Under “Status” choose Awaiting approval
- In “next allowed statuses” mark Created, In progress, Awaiting approval and Approved
- Click on the select button next to Responsible
- Choose a Person or Role and press OK
- Set Notify responsible to Yes and press Update
- Press Create again
- Under “Status” choose Approved
- In “next allowed statuses” mark Created, In progress and Awaiting approval and Approved
- Press Update and Close Window
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