Workflow Actions

Add Step Order Steps Bulk Assign Steps Bulk Update Steps Bulk Assign Steps Assign multiple workflow steps at a time. Even steps that aren't open or steps that have been closed can be assigned. Bulk Update Steps Q...

Workflow Actions In the Permit Workflow, click Actions > Add Step Add a step Search for the step you would like to add Click the search icon Select the step you would like to add Rename step (optional) Select s...

Every permit has a workflow that can be managed individually. To view the workflow for a permit, open a permit and click Workflow . Delete a Workflow Step Click the icon next to the step that you would like to delete If a s...

To use this feature, a workflow must have follow-up dates as part of the workflow setup. If you are interested in using follow-up dates in any of your workflows, please reach out to Support . In the workflow, c...