Documentation Index

Fetch the complete documentation index at: https://help.idibilling.com/llms.txt

Use this file to discover all available pages before exploring further.

IDI version 26.8 is now available.  Click here for details: IDI Updates.

Workflow Tab

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You can start and monitor Workflows from the Workflows tab in the InfoCenter. This tab provides a START WORKFLOW button and lists any Workflow instances started from the Customer.

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Initially the list will indicate No workflows until one is actually started for the Customer. On starting a Workflow from this tab, the Workflow becomes associated to the Customer and is listed under the Workflow tab.

Click Show More/Less to expand/collapse the Workflow view.

Clicking the Workflow name opens the Workflow module in a new tab.

Starting a Workflow

Clicking START WORKFLOW displays a form for selecting a Workflow to start. The drop down menu contains all Workflows of type = Customer.

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Permissions

Users require Start Workflow permission to start a Workflow for a Customer.