Workflows in PICSWeb Configuration

Workflows in PICSWeb allow you to set up custom statuses and status workflows for the following record types:

Once set up, records can be assigned to a certain workflow and transitioned through the available statuses.

You can view the current status of a record in their record summary. The  icon by the can then be selected to show the current workflow attached to the record.

Selecting Delivery > Workflows will open the workflow configuration page. This is made up of the following tabs:

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