Workflows and tasks
A workflow is a document process modeled as a progression of stages and activities associated to those stages.
Workflows are defined by the following custom metadata types:
When a workflow becomes active, a series of workflow-related custom objects (e.g., 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 to 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: