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: