Workflow - Workflows
Order and Complaint workflows are attached to specific role rights by default and cannot be influenced here.
Individual Workflows
For individual workflows, you define a definition.
- The name of the workflow should be a short description of the workflow. For example, "Complaint recorded" / "Send documents" or similar.
- Specify for which type the workflow should be started. If you have not defined a workflow for a type, you must perform this step first.
- If you have defined several jobs for the workflow, then select at which job the workflow should be started. Multiple can also be activated.
- Set the escalation recipient for the workflow.
Set Status Values
Furthermore, in the "Manage Status" tab, you can define which statuses exist and which success type they should receive.
The following status values exist:
- Unchanged
- Successful
- Cancelled
- Unsuccessful
Using the pencil, you can assign an ID to individual entries (so that they can be further processed, for example) or change the name of the status.
By default, the values are pre-filled without an ID.