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The Claritum platform provides a default Standard Workflow, but also allows the Service Provider to create different types of Project workflow for different Quote Request products within a Customer Catalogue (see Catalogue Management > Create / Edit Quote Request). 

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titleStandard Workflow - Project Page


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Create /

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Open a Project Workflow

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  • From the main menu, select Configuration > Projects.

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    titleThe Configuration: Projects page displays.

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  • To create a new workflow, click the New Workflow button.

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    titleThe New Workflow page displays

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  • To edit an existing workflow, click the Workflow Name or the edit icon Image Modified for the workflow.

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    titleThe Edit <Name> Workflow page displays

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