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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.
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.
What are Workflow Actions?
Workflow Actions allow for streamlined management of all pending actions for Workflows and can be automated via workflow automation software.
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.