Create an Event Workflow
The information below outlines how to create a new Workflow and defines the respective fields in the New Workflow screen.
CMO defines an Event as an actual event that happened, a Form, or an audit.
Workflow is the life cycle of an event, and each Workflow is configured to fulfill specific business requirements. A Workflow can be as broad or detailed as a company needs it to be depending on the company's scope of work.
Note: When clients buy CMO Best Practice, their CMO instance will come with pre-loaded Workflows that are configured but will still need personalization (such as adding roles and/or job titles).
The workflow creation process is broken down into 3 sections. Navigate through the steps in order or use the links below to navigate to the section you need help with: