Advanced Workflow Topics

This portion of the material covers more advanced workflow configurations, going beyond the basic setups described in the introductory material. Users should be familiar with all material in the Getting Started with STEP Workflows documentation here before attempting to configure and/or utilize more advanced workflow functionality.

Most real-world workflows will utilize many of the functions described in the advanced topics, but none are required in any particular workflow. The topics generally do not build on one another and completing one configuration typically does not require knowledge of any other, outside of the basic workflow setup.

In other words, the advanced workflow documentation is function- and topic-based, meaning that each topic describes a particular function a user can carry out (e.g., send email from a workflow or remove objects from a workflow) or a particular topic a user can read about (e.g., workflow attachments or workflow deadlines).

Therefore, there is no suggested reading order and users should approach the material in the order that seems most relevant for their workflow.