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Access Workflow Items

3 views 0 June 22, 2021 kbadmin

You can access Workflow Items sub-module by clicking the LHS link Actions > Workflow Items. Upon clicking this link, the Workflow Items page is displayed as depicted in the following figure:

The Workflow Items page displays the workflows with details such as Workitem Message, Description, Status, Comments, By, and Dated.

This page also provides you options to search for existing customer records using the parameters such as Object, Record Created By, and Record Created Date.

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