How to View a Workflow in Client

Hello everyone!

Want to see how work moves through a module? Here’s how to open its workflow view:

  1. Open the module you want to explore.

  2. Click the Workflow icon in the top-right corner.

  3. Follow the arrows to see the states a request can move through and the activities that move it between them.

  4. Hover over an activity to preview its form.

The workflow view helps you understand the possible steps in a module and what information each activity needs.

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