Edit a Transaction Workflow

1. Log in to Sage Construction Management as an Admin.
2. Click Settings (Gear Icon).
3. Click Workflow | Contract Admin and Procurement.
4. Navigate to the Rules section at the bottom half.
5. Filter the Rules Listing using the View, Module and Feature options shown above the grid.
6. Click on the Rule.
7. Click Edit Workflow in the diagram shown to the right.
8. Modify the Rule as needed.
9. Click the Save button when done.

Required Implementation Steps

1. Read workflow overview
2. Enabling Transaction Workflow
3. Creating Workflow Rules
4. Copying an Individual Workflow Rule
5. Copying Multiple Workflow Rules
6. Editing Workflow Rules