About this video
This video illustrates how to set statuses to manage workflow and illustrates how to define rules that affect the workflow. When setting up workflow, it explains how you can set rules that specify how a status can transition to one or more other states. It also illustrates how to automatically assign items to a specific person based on a change in status. Finally, it discusses how to set certain fields on the screen to be shown or hidden based on a specific status and how to require (or not require) data entry based on status changes.