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Workflows allow you to set up automated processes that include soliciting approvals, handling exceptions, and updating data values.

Workflows can be visualized as a standard process flow chart.  Each point on the flow chart is considered a Process Point.  A Process Point can either be a Process, Then Forward type, or a Process, Then Decision type.  A Process, Then Forward type is equivalent to a step in a process flow, and a Process, Then Decision type is equivalent to a decision box in a process flow.

Workflows are comprised of several Process Points, connected in a flow diagram.  In addition, each Process Point can be set to handle error conditions (up to 4).

Setting up a workflow is similar to programming.

Workflows can be accessed, given proper access level, by selecting Workflow Automation from the top tabs, then WORKFLOW from the black bar menu.