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## 14.8.1 Workflow Management – Summary

This topic describes the systematic instruction to Workflow Management – Summary. User can view the workflows with this screen.

User can opt to view the details of existing workflows or can create new approval workflow using this screen based on the choose workflow type.

Figure 14-59 Workflow Management – Summary

Description of "Figure 14-59 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 14-30 Workflow Management – Summary - Field Description

Field Name | Description
--- | ---
Workflow Code | Enter the approval workflow code to be searched.
Workflow Description | Enter the description of the approval workflow to be searched.
Workflow Type | Specify the workflow type to be searched. The options are: Approval Release
Search Result | Information specified in below fields are related to search results.
Workflow Code | Code of the already maintained approval workflow. This field will be displayed only if there are existing approval workflows available.
Workflow Description | Description of the already maintained approval workflow. This field will be displayed only if there are existing approval workflows available.
Approval Levels | Number of approval levels in each workflow. This field will be displayed only if there are existing approval workflows available.
Workflow Type | Displays the type of workflow whether it is for Approval or Release.

To setup a Group Corporate Profiling:

1. Navigate to one of the above paths.
   The Workflow Management screen appears.
2. In the Workflow Code field, enter the approval workflow code to be searched.
3. In the Workflow Description field, enter the description of the approval workflow to be searched.
4. In the Workflow Type field, select the type of workflow to be searched.
5. Click Search.
   The Workflow Management screen with search results appears based on the searched criteria.
6. 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 transaction.
   - Click Back to navigate to the previous screen.

Parent topic: Step 7: Workflow Management