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Articles on:
OneHash CRM | Workflows
Create a Workflow
How to create a workflow?
In OneHash workflow automation software, workflows allow for the customization of approval processes by rewriting them to meet specific needs.
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Assignment rule: Do you want an automatic assignment of documents to users?
Automatic assignment of documents to users is possible through an Assignment Rule in the workflow automation software of OneHash.
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What are Workflow Actions?
Workflow Actions allow for streamlined management of all pending actions for Workflows and can be automated via workflow automation software.
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Setting Up the Workflow State
In OneHash workflow automation software, a Workflow State represents a particular status. The application of various Workflow Actions can result in the attainment of different Workflow States.
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