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## 13.1.3.1 Retail & Business Workflow Management – Summary

This topic describes the systematic instruction to Retail & Business Workflow Management – Summary option.

Clicking on Workflow Code hyperlink, workflows maintained (if any) under a party are displayed on the screen. User can opt to view the details of existing workflows or can create new approval workflow using this screen.

Figure 13-10 Workflow Management – Summary

Description of "Figure 13-10 Workflow Management – Summary"

Note:

The fields which are marked as Required are mandatory.

For more information on fields, refer to the field description table.

Table 13-7 Field Description

Field Name | Description
--- | ---
Party ID | Party ID of which workflows to be viewed/ edited.
Party Name | Party name of Party ID of which workflows to be viewed/ edited.
Workflow Code | Code of the already maintained approval workflow. This field will be displayed only if there are existing approval workflows available under a party.
Workflow Description | Description of the already maintained approval workflow. This field will be displayed only if there are existing approval workflows available under a party
Approval Levels | Number of approval levels in each workflow. This field will be displayed only if there are existing approval workflows available under a party.

1. Perform anyone of the following actions:
   - Click the Workflow Code link to view details of the selected Approval Workflow.

     The Workflow Management - View screen appears.

   - Click Create. The Workflow Management - Create screen appears.
   - Click Cancel to cancel the operation and navigate back to Dashboard.
   - Click Back to go back to previous screen.

Parent topic: Approval Workflow - Retail & Business User - Workflow Management