Workflow (WF) Nodes are used to control the workflow status of a transaction type life cycle e.g., service order, sale web order etc. The basic workflow nodes that you require to run the service order life cycle are:

Logged : recorded on the system but not yet assigned to a technician
Assigned : assigned to a technician, work can be scheduled
Complete : work complete
Ready : ready to ship and invoice

It is recommended that you review the standard workflow nodes for a transaction type to assess whether or not you may want to add your own custom steps

From the Navigation panel, click on Administration>Advances>Workflow Nodes
Workflow Nodes browse window opens
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1. Transaction Type - this is the type of transaction you are processing e.g., SALWEB, SALORD, SRVORD
2. Start : indicates whether this is an initial WF status when a transaction of this type is created
3. Current Status - this is current WF status of the transaction type
4. Next Status - the next WF status that can be set to
5. Due Days - the number of days the action item is due; not used is most cases
6. Due Hours - the number of hours the action item is due; not used is most cases
7. Due Minutes - the number of minutes the action item is due; not used is most cases
8. Card Type -
9. Editable - If this item is editable; not used is most cases
10. Priority - the priority rating of the action item ; not used is most cases
11. Active flag - indicates whether a WF Node is active or not
12. Send Email - is an email to be sent to the customer ; not used is most cases
13. Description - the description ; not used is most cases
14. Email Text - Email content ; not used is most cases

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