Workflow
The Workflow module is designed to help you streamline and track approvals and notifications for specific activities in CluedIn.
The approvals and notifications that are sent outside of CluedIn are intended only for SSO users.
This section covers the following areas:
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Concept of approvals – learn about the approval flow and its participants.
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Prerequisites – set up user accounts for handling approvals in Azure and configure the workflow builder feature in CluedIn.
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Creating and managing workflows – learn how to create a workflow for automating a specific approval process and how to find the details about the actions that triggered workflow runs.
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Manage approval requests – learn how to view, approve, or reject the approval requests.