The Approval Workflow settings determine the steps for your MDF process. Channeltivity starts you with a set of standard Approval workflow steps, but you can add new steps, edit and delete existing steps.
MDF Approval Workflow
New Workflow Step:
- Go to Settings > MDF > Approval Workflow.
- Select New Workflow Step button
- Name the Workflow Step.
- Select the Type.
- Update the Request settings.
- Click Save.
- Repeat until your MDF workflow is complete.
New Workflow Step Screen
Edit or Delete an existing Workflow Step:
- Click the Actions or Edit buttons next to the Workflow Steps that you want to delete or edit.
Approval Workflow - Actions