Work Flow Details
The Work Flow Details section contains details about the work flow, including the following information:
Work Flow Details Field Name | |
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Work Flow Details Field Name | |
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ID | The ID number associated with the work flow. |
Created | The date that the work flow was created. |
Login | The ID number associated with the user that created the work flow. |
Division | Any groups of users that can trigger the work flow. |
Trigger | The trigger that initiates the work flow. Choose from the following: Create: Creating any kind of transactions, refund, disbursement, etc. Low: Triggers an action based on a minimum threshold transaction set by the owner or referrer. High: Triggers an action based on a transaction limit threshold. Board: Any action having to do with boarding a merchant.
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Work Flow Details Action
To edit information in the Work Flow Detail section, click the PENCIL icon in the upper right-hand corner of the section. Edit information related to the work flow, and then click the CHECK MARK icon to save your changes or click the X icon to discard changes.
Work Flow Actions
The Work Flow Actions section contains a table of any actions that are triggered during the work flow, including the following information:
Work Flow Actions Table Column Name | |
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Work Flow Actions Table Column Name | |
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ID | The ID number associated with the work flow action. |
Group ID | The ID number associated with the group of users linked with the work flow. |
Group Name | The name of the user group. |
Action | A description of the action that occurs following the work flow trigger. |
Work Flow Actions Table
The following actions are available for this section: add an action, delete an action, and access more information.
To add a new action, follow the steps below:
Step 1: Click ADD WORK FLOW ACTION in the top right-hand corner of the section to open the Add Work Flow Action lightbox on the page.
Step 2: Enter the required information into the lightbox fields.
Step 3: Save the action by clicking ADD, or cancel by clicking CANCEL.
To remove a previously saved action, click the THREE DOTS icon on the right-hand side of the table and then click DELETE in the lightbox.
To access more information, click any information in the table row to open the Work Flow Action page.
