Download page Overview of Flow Components and Properties.
Overview of Flow Components and Properties
A flow is automatically displayed at the top of a Contract, Company, or Project Profile screen as a color-coded list of stages and steps with action buttons. A flow displays whenever a user adds a Profile that meets the criteria defined in an activeflow template.
Flow templates are created by users with the Flow Template Adminpermissionand are comprised of the stages and steps in a required process or procedure, such as the steps that must be completed in creating, negotiating, maintaining, renewing, or archiving a contract.
Prior to creating a flow template, a Flow Template Admin should become acquainted with the following: