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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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  • From the main menu, select Configuration > Projects.

    Expand
    titleThe Configuration: Projects page displays.


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

    Expand
    titleThe New Workflow page displays


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

    Expand
    titleThe Edit <Name> Workflow page displays


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