Applications that are used with Workflow

Workflow is used with other applications that directly or indirectly support its functionality.

Actions: Create and manage actions and action groups. Actions are associated with connection lines in a workflow process and are triggered by the routing that moves a record from one node to another.
Communication Templates: Create and manage templates that the system uses when generating e-mail messages. Workflow uses communication templates for notifications.
Escalations: Create and manage escalation processes. An escalation is a mechanism that can monitor time-sensitive records and key performance indicators, which can take actions or send notifications when a record reaches a defined escalation point. Workflow can use escalations with task assignments.
Inbox/Assignments Setup: Configure the Workflow Inbox on the Start Center of a user.
People: Create and manage records for individuals who are listed on records in any capacity. Workflow uses person records when generating assignments and notifications.
Person Groups: Create and manage records for groups of individuals. Workflow uses person group records when generating assignments and notifications.
Roles: Create and manage records for roles. All roles resolve to a person, a person group, or an e-mail address. All workflow assignments and notifications are made to roles.
Workflow Administration: View and modify assignments and active instances of workflow processes.
Workflow Designer: Create, view, and modify workflow processes.
Workflow Inbox: View and respond to workflow assignments. A workflow process routes assignments to users' inboxes.