Multi-Account Workflows

Workflows may be configured to support multi-account functionality. This capability saves time, as instead of working each account individually, multiple accounts can be worked at the same time.

Initiating a Multi-Account Workflow

Select a workflow from the Workflows tab on the left navigation panel. A Select Items window appears prompting for accounts to be associated with the multi-account workflow. The Related Accounts grid moves from its current location on the workspace to this window.

Multi-account workflows cannot be run if a Related Accounts panel does not appear on the workspace. If a Related Accounts panel does not appear on the workspace, an error message is displayed when selecting a multi-account workflow.

Depending on configurations made by the system administrator, the row for a delinquent account may display in different text and/or background color than a row for an account that is current, as shown in the below example. For more information, please see the Top Area Screen section of the Person Workspace topic in this guide.

Within the window, determine which accounts to include in the Multi-Account workflow by selecting the check box.

The account currently in context in the workspace is automatically selected. Clear the check box to de-select this account if it is not a requirement as part of the workflow.

To cancel this process, and return to the workspace without opening the Multi-Account workflow, click Cancel. To continue with this process, click OK.

At least one account must be selected in order to open a Multi-Account workflow. If no accounts are selected before clicking OK, an error is received.

Once OK is clicked within the Select Items window, the Related Accounts grid returns to its original location on the workspace, the Select Items window closes, and a tab for the Multi-Account workflow opens next to the Overview tab.

All selected accounts are now associated with this workflow.

The Multi-Account workflow can now be run in the same manner as other workflows. For more information on how to run a workflow, please see the Running Workflows section of this Guide.