How do I initiate a new request in a workflow?
1. Click on Initiate on a
workflow to create a new request.
2. Fill out all the required data in the form.
3. You can attach documents if needed and add comments.
4. If you are not ready to submit the form yet, you may save the form by
clicking the Save Draft icon (below the Submit icon). You can access this saved
request from the stage inbox. Saved requests can be identified with the āDā
prefix.
5. Click on Submit to move the request to the next stage for approval.
Related Articles
Can we re-initiate a terminated request
No, bank need to raise a new request with a new C-flow id - while selecting the same Product and Scope (may use Cloning option)
How do I clone / copy a request?
If you want to clone the requests of a workflow, then turn on Enable Clone in the workflow properties of the workflow. You can see the clone icon in the stage inbox. Click on the clone icon to create an identical copy of the request. The cloned ...
In case a request is terminated will the bank need to enter/upload all details manually in a new C-flow id?
No, you have the "Cloning" option for the same. Kindly go to terminated request id, and on right side you will have clone option - please select it, it will automatically create a new C-flow id with same details/documents as in earlier terminated ...
How do I access the draft page?
With the help of drafted request button that is already seen in user dashboard. You can reopen the record from where you left and have to submit the same. Note: Only saved records will appear in this section, if you forgot to save the record as draft ...
How to check the status of the cflow requests submitted?
Users can check the current status of cflow requests by accessing the new Dashboard. More details are available in the document "New_Cflow Dashboard Walkthrough_Banks".