Adding Workflows

After Workflow templates have been created by the GivingData site administrator, they are ready to be added to objects in the database

Adding Workflows to Requests

To add a Workflow to a Request, simply click on the “Add Workflow” button on the Workflows tab of the Request record.

The user may add a workflow to any object related to the Request. 

Adding Payment Workflows

If a payment has been created, the user may attach a payment workflow to the specific payment.

Adding Requirement Workflows

If a requirement has been created, the user may attach a requirement workflow to the specific requirement.