Workflows

A workflow is a series of steps configured in Vault to align with specific business processes. The different types of steps offer a flexible way to organize a wide variety of processes for an object record, including assigning tasks to users, sending notifications, updating fields, and changing a record's lifecycle state or sharing settings. Workflow tasks can allow users to enter comments, choose verdicts (approve, deny, etc.), populate fields, or provide eSignatures.

Object workflows are specific to a single lifecycle, meaning that one (1) workflow cannot apply to multiple object lifecycles. A single object record can only be in one (1) workflow at a time. Learn more about Object Workflows in Vault Help.