The workflow infoarea

Workflows are defined in the Workflow info area.

Select Info > Workflow from the menu to open the Workflow info area.

Note: You need to be logged on to Aurea CRM with administrator privileges in order to edit workflows.

The screen contains an overview of the current workflow in tree form on the left. Click on an element in the overview to edit the corresponding settings.

You can choose to display or hide individual branches in the tree, as in Windows Explorer. Click on to display a branch and click to hide a branch.

Title	Enter the title of the workflow here.
Description	Enter a description of the workflow that is displayed when the workflow is carried out.
Icon	You can assign an icon to the workflow. The icon is displayed in the level header.
Rights	You can determine which access rights are taken into account when the workflow is carried out (station, group and user access rights).
General Settings	You can determine how the workflow is executed. For example, workflows can be set to run in the background.
Mask	You can determine a mask for the root process.
Parameters	Parameters are used by the workflow to store data temporarily. There are two types of parameters: field parameters and record parameters. Parameters are stored on the parameter stack, and values on the stack can be sorted by value.
Processes	A workflow consists of one or more processes. A process defines which info area is displayed, what data is available and which commands trigger which actions.