User Guide PMWEB 2025
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  (c) PMWeb, Inc., 2025

Submit Workflow Dialog

 
This dialog is opened by clicking the Submit button in the Header Toolbar. It allows you to:
  • Check which Visual Workflow business process will be assigned when you finish the submit process and view details about it
  • Add information to the workflow email that will be sent when you submit
  • Preview the workflow email
  • Execute the Submit action
 
Submit Workflow Dialog
1

Business Process Bar

1. Business Process Bar
The title of this bar shows the Visual Workflow business process that will be assigned to the record when you finish the Submit action. Click the View Workflow button to open the View Workflow Dialog.
2

Email Entry Fields

2. Email Entry Fields
Use this section to add and edit information that will be included in the workflow email.
3

Dialog Toolbar

3. Dialog Toolbar
Click the Next button to move to the next step in the Submit process.
 
Click the Submit button to complete the process. The dialog closes and the record is submitted. A confirmation banner appears in the record, showing that the Submit process is complete: