Guidance from support or through knowledge articles is not possible due to the complexities involved in the process of creating new workflows.
This may be achievable through our consultancy team. Alternatively, Access can provide training on this area of the software if that is your preferred approach. Please note that these services may incur additional costs; however, we would be happy to arrange for a consultant to contact you should you wish to proceed with either consultancy or training.
If you are interested in these options, please contact your Account Manager or raise a new case online and reference the title of this article along with a detailed description of the change desired.
Guidance on the creation or editing of custom workflows
Create or edit a new custom workflow.
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Written by Harry Ledger
Updated over 3 months ago