How to Create Workflow

Steps:

1. Go to the Workflows tab.

2. After you click the Create Workflow button, there are the following fields to fill in:

   • Name – Name of your choice. 

   • Account – Select either a specific account or All Accounts.

   • Action – Select one of these values:

     • Create Partition

     • Copy/Move Partition

     • Delete Partition

     • Permission Assignment – You can run an approval, if one of the following permissions is being assigned:

       • Alerts - edit

       • Partition - allow create/delete

       • Global asset class

     • Calculation Engine Request

     • Eng Support User request

     • If All Accounts is selected, there are additional options: 

       • Delete instance

       • Delete IM instance

   • Approvers – Defines who should approve the request – either individual users or user groups or roles. 

   • Number of users to approve – Sets what the minimal number of approvals is. 

   • Add Approval – Allows you to add another step to the approval. The step is added using the AND condition.

3. Click Save.

Open