Workflow Events

The Workflow Events section is used to associate business rules with specific activities within the platform. Users can select an activity and assign one or more previously configured business rules to it. This allows the appropriate business rules to be applied when the associated activity is triggered during a workflow.

To manage workflow events, follow these steps:

1. Associate Business Rules: Click this option to associate business rules with a specific workflow activity.
2. Select Activity: Choose the activity from the drop-down list. Available options may include Age and Term Check, Auto Approve Credit, and other configured business rule activities.
3. Select Business Rules: Select one or more business rules from the check box drop-down list. The available options are the business rules previously configured under Create/Edit Rules.
4. Managing Existing Records: Existing workflow event configurations are displayed in a tabular format. A Search Bar is available to filter records based on search criteria. The table displays the configured Activity and associated Business Rules. An ellipsis menu is available on the right side of each record to Edit/Delete the respective workflow event configuration.