This process will show you how to create a sample workflow.
Click the button to create a new workflow project entry and fill in the fields highlighted below (SOD Code, Name/Description, choose Activity Type “WRKFLO” and a title). Other workflow “Activity Types” will be discussed at a later lesson.
Sample Workflow - for this example, we will:
- Select all open accounts for client “North Carolina State” with a client code “NCD001”
- From those accounts, we will only select accounts that principal due is >= $50.00. Last step we will flag those accounts with a status of “LOW”