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:

  1. Go to Settings > MDF > Approval Workflow.
  2. Select New Workflow Step button
  3. Name the Workflow Step.
  4. Select the Type.
  5. Update the Request settings.
  6. Click Save.
  7. Repeat until your MDF workflow is complete.

 New Workflow Step Screen


Edit or Delete an existing Workflow Step:

  1. Click the Actions or Edit buttons next to the Workflow Steps that you want to delete or edit.

  Approval Workflow - Actions