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## 13.1.3 Approval Workflow - Retail & Business User - Workflow Management

This topic describes the systematic instruction to Approval Workflow - Retail & Business User - Workflow Management option.

System displays a screen to enter the party information (party ID or party name) and search party for which the approval workflows are to be maintained/ viewed.

User can enter the party ID (if known) or the party name with a minimum of five characters.

System matches the input provided by the user with the party name records and displays the matching party records.

In case of a party search by party ID, it is an exact match and system displays the workflows maintained if any.

In case of a party search by name, system displays the matching party records. The records have parties listed with both Party ID and Party Name information. User can select the record by clicking on the Party ID from the list.

Figure 13-9 Workflow Management

Description of "Figure 13-9 Workflow Management "

Note:

The fields which are marked as Required are mandatory.

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

Table 13-6 Field Description

Field Name | Description
--- | ---
Party ID | Party ID to be searched.
Party Name | Party name of the party ID to be searched.
Search Result | Information specified in below fields are related to Search Result.
Party ID | Party IDs as per search input. Click on the link to view workflows maintained under the party.
Party Name | Party name of the party ID.

1. Navigate to one of the above paths.
   The Workflow Management screen appears.
   - Click Cancel to cancel the transaction.
   - Click on Clear to clear the input search parameters.
2. Click on the Party ID link to view the workflows maintained under the selected party.

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

Parent topic: Workflow Management