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Administrator Guide
All this is a lot easier in practice, using the GUI, than it seems on paper.
Agiloft provides a graphical interface that makes it easy for the administrator to see and edit the
workflows that apply to a particular type of record.
Tables inherit the workflows from their parents. Consider the following hierarchy:
Contact
+ Lead
+ Customer
If you create a workflow for Contact, then select Lead and look at its workflow, you will see the Contact
workflow that you just created has been applied to it as well.
However, workflows do not have to be the same between parent and child tables. For example, you can
augment the workflow for Lead by adding additional states, state-transitions or guards. This will not
alter the workflow for Contact, nor will it break the linkage to the workflow for Contacts – if you add
additional states/transitions/actions to Contacts, they will automatically show up in Leads.
In brief, sub-table workflows don't contain a copy of the parent workflow, they contain the parent
workflow plus their own additions to it.
If you are in a sub-table (Lead in the example above) and try to delete one of the state transitions or edit
one of the actions that was inherited from the parent, the system will warn you that this change will
affect the parent workflow.
See Also:
Business Example
Actions
Rule
Record
Object
Flash Tutorials
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