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Step 11: Activate the Workflow

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Once the workflow setup has been completed and checked for accuracy, it must be made Active via the following two (2) options:  

  1. Company-Workflow Links.
  2. Workflow Definition.

System Configurations>>Workflow>>Company-Workflow Links

2.  Workflow Definition

System Configurations>>Workflow>>Workflow Definition>>[expand record]

Both options MUST be used to activate the workflow.

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