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.
From here any data may be modified in the same manner as when Creating a Workflow Template. When you are finished, be sure to click .
Before deleting a Workflow Template, consider setting the Status to Decommissioned instead. This will remove the Template from active use, but leave it in the system should you have a need to revisit it down the road or refert to it for historical purposes.
To delete the template entirely, click
. This cannot be undone.
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, ...
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 ...
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 ...
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 ...
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 ...