Progress on existing workflows

Progress on existing workflows

A record with a saved workflow can still respond to documents, tasks, signatures, and payments according to the conditions saved with it.

A workflow saved on an existing record can wait for events such as required documents being approved, tasks being completed, a signature returning, or an invoice being paid.

The saved stage determines which conditions apply. Some stages advance automatically; others were configured to require a person’s confirmation.

Removing workflow setup screens does not mark these conditions complete or change a record’s saved rules. Keep task statuses, approvals, and payment records accurate so they reflect the work that actually happened.

For the status controls used on tasks, see tasks, statuses and due dates.

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