Workflows Page
The
Workflows page lists all the workflows that you have configured. View, create, edit, delete, and import workflows from the
Workflows page. You can specify the default workflow for processing credit applicatons. You can use the export and import functionality to move a workflow from one environment to another or from one client to another. You can export and import workflows as JSON files.
The Workflows page lists the all existing workflows, sorted alphabetically by the name. Only the active version of the workflow is listed. You can search for a workflow that you want to view or edit. The Search field allows you to find a workflow by entering a workflow name.
Click Manage workflow steps to navigate to the Workflow Steps page where you can view, create, and manage workflow steps.