What happens to items with legacy workflows after enabling self-serve workflows?
Answer
After transitioning your company from legacy to self-serve workflows, items with legacy workflows applied will either be given a new self-serve workflow to complete or a history of previous workflow activity depending on the tool and status of the workflow.
The table below shows the expected behavior for items with workflows in place prior to transitioning depending on their status:
TipIn order for your items with existing legacy workflows to inherit self-serve workflows, a default workflow must be set for each tool BEFORE transitioning your company to self-serve workflows.
In order for your items with existing legacy workflows to inherit self-serve workflows, a default workflow must be set for each tool BEFORE transitioning your company to self-serve workflows.
Tool | Self-Serve Workflow Applied to Item | Viewable Workflow History |
Subcontractor Invoices |
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Subcontracts |
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Prime Contracts |
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Purchase Orders |
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|