Associate Workflow
Important
Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.
The Associate Workflow pop-up window lets you assign a workflow to person and/or organization.
To access this window and associate a workflow, you must belong to a Workflow Base role with the "Can manage workflows" permission enabled.
To associate the workflow using a data set, you must belong to a role with module access code .
permissions are controlled by data set definitions (Core hub, Campus-wide Definitions module, Data Sets page). If they will need to build their own data sets, they must belong to the Campus-wide Definitions role with data set permissions enabled.
Click the Associate workflow button. The Associate Workflow window appears.
Find the workflow you want to associate.
From the Action menu, select Associate workflow. The Associate Workflow window appears.
Use the When options to determine when to associate the workflow:
Now associates the workflow immediately
Schedule lets you pick a specific day and time when the workflow should be associated
Use the Recipients options to determine who the workflow will be associated with
People/Organizations lets you select specific people and organizations in the system individually.
Data Set lets you select a People/Organization Lists, Recipients data set. People / Organization Lists select individuals and organizations based on the criteria in the data set. For example, all candidates intending to pursue a BA or all employees hired in the last month.
Click the View recipients button. Recipients are shown.
Note
To see the detailed information about the workflow stages and items that will be applied to the recipient, click the Preview button.
Click the Save and associate now button.
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