Workflows and tasks

A workflow is a document process modeled as a progression of stages and activities associated with those stages.

Workflows are defined by creating Workflow, Workflow Stage, Workflow Stage Activity, and Workflow Stage Transition custom metadata type records. When a workflow becomes active, a series of workflow-related custom objects (i.e. Workflow Instance, Workflow Instance Stage, and Workflow Instance Document) are instantiated to track the instance of the workflow.

A Workflow Instance has a status (Pending, Complete, Canceled) and an outcome (Approved, Rejected, Completed). As the Workflow Instance transitions between stages, it can optionally assign activities and modify the status of the document associated with it. For example, a workflow can be configured to change the status of a document to In Review when the workflow starts.

Workflow Stage Activities include tasks, which are to-do items assigned to users to progress a document through a workflow.

For more information about workflows, visit these pages: