Custom Workflows

Track the specific stages for any custom workflow


Define the states or stages that a business object goes through in its custom process. Add states and change their order at any time.

Workflows and automations are tied to states, as are reports and filters.

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State Lists

Lists for each state of a business object let you see at a glance how many objects are in each stage or bucket.

This is a visual of how the overall process or lifecycle is progressing.

Manual Buttons

Create buttons to change the state of an object.

Buttons can be placed on screens to force a workflow sequence.

Custom Data
Custom Workflows
Role-Based Access
Team Interface
Customer/Client Interface