Setup & Configuration
The transition from the legacy workflow engine to the self-service engine is not complete until the update is activated through the Workflows configure settings page. However, allows users to set up and configure their own custom workflow templates before fully updating their workflow version. Workflow templates are not able to be applied to items (contracts and invoices) until updating the workflow version in the Workflows configure settings.
See the steps in the 'Enable Self-Service Workflows' section when you are ready to update.