Workflow Overview

Upland’s Workflow Manager allows companies to support their business process approval needs. It handles advanced approval routing use cases including sequential and parallel approvals, routing based on project data, and assignment based on resource roles.

Workflow projects are created just like all other projects in PowerSteering; however, the Object Type must have the "Is workflow" check box selected on the Object Types page and be associated with a workflow on the Workflow Manager page. Each object type can be tied to only one workflow.