Workflow
Workflow (Multi-Step Actions) Overview
Before learning about how Workflows function, be sure to first understand all the basics of how individual Actions function. What is a Workflow? Workflow refers to the sum of all Actions that make up a particular “story” of an interaction with a ...
Adding and Reorganizing Workflow Steps
As a the story of a client interaction proceeds, you will need to add to or even reorganize the Actions that make up that story. Adding New Steps to a Workflow: Part of Template If the step you need to add is part of the Workflow Template the ...
Move or Copy a Workflow Between Records
Workflows may be moved or copied between Records if necessary (This can only be done with entire Workflows, not individual Actions). Open any Workflow in Overview mode. Click Move/Copy or Move/Copy Workflow in the upper right. (The exact label will ...
Using the Workflow Monitor
The Workflow Monitor feature allows you to get a high-level few of Workflows in your system. You can then drill down to see the overall progress of any of these Workflows and even open to the individual Action steps of them. The Workflow Monitor can ...
Workflow Templates Overview
Workflow Templates drive every Action in AdvisorEngine CRM. Whenever you go to add an Action to a Record, the list of Actions that you choose from is actually a list of every active Workflow Template in your database. Some of these are single-step, ...
Creating Workflow Templates
Before You Begin Before attempting to create Workflow Templates for your firm, be sure to have a solid understanding of the following: Actions Workflow Workflow Templates Planning and Implementing The process of creating an effective Workflow ...
Workflow Templates with Multiple First Steps
All Workflow in AdvisorEngine CRM must have one and only one initial Parent Action. However, your firm may have a process that begins with multiple initial steps. To build a Workflow Template that accopmlishes this goal: Begin Creating a Workflow ...
Branching Workflow Templates
When taking a process in your firm and building it into a Workflow Template, you may find yourself confronted with a branching path. If this situation then do this, but otherwise do this other thing. Workflow Templates, on the other hand, are ...
Editing or Deleting Workflow Templates
To edit or delete an existing Workflow Template, locate it in Workflow Setup Grid. Click the row for the Workflow Template you want to edit. Editing From here any data may be modified in the same manner as when Creating a Workflow Template. When you ...
Copying a Workflow Template
AdvisorEngine CRM does not have a tool to directly copy a Workflow Template, but making a duplicate Workflow Template can be easily achieved with the following steps. Navigate to Workflow Setup. Click Add New Template. Use the Add Existing drop-down ...
Printing Workflow Templates
Workflow Templates may be generated into a printer-friendly structure for printing or export to Adobe pdf, Microsoft Word doc, or Microsoft Excel xls. It is possible to print a selection of Workflow Templates all at once or just a select Action Card ...