Workflows
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Suppliers Assigning Workflow Tasks to Users within their Organization
Suppliers can assign users to a specific workflow step. You may need to do this since other users of your organizati...
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Supplier Workflow Shortcuts
Supplier Workflow Shortcuts allow suppliers with open workflows to complete their workflow assignments directly from...
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Supplier Dashboard Quick Actions
All Suppliers will see the Dashboard Quick Actions buttons prominently displayed on their dashboard. This will allo...
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Workflow Notifications
Workflow instructions can be configured by the Community Owner within their workflow template creation. Each workflo...
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Initiating a Workflow
There are two ways in which a Community Owner can initiate workflows: Automatic Automatic creation will be depend...
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Finding and Completing a Workflow
Finding your workflow If you have been assigned a workflow and need to complete a step in a workflow, you can access ...
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Viewing and Completing Workflow Assignments
When a community owner assigns a workflow to a supplier’s business, a new widget called Workflows will be added to th...
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Workflow Tracking
As a Community Owner, you have the ability to create and assign various workflows for your suppliers. As your supplie...
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Workflow Templates
Workflows are used to guide a supplier through the completion of various tasks in order to meet community requirement...
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Assigning Workflows to Communities
In order for workflows to be available in your community, they must be assigned to suppliers. Once assigned, the work...
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Rescheduling Workflow Due Dates
When setting up your workflow templates, you can specify the number of days or weeks from the date the workflow is in...