Solver - Workflow

Solver - Workflow

This document outlines the features of Solver's Workflow for assigning budget/forecast templates (input forms) to users.

About this course

This lesson explores the Solver Workflow application, available to users with the Report Designer license and the Budgeting (Planning) application.  Topics include:

  • Creating a new workflow definition
  • Status categories in a published workflow
  • Adding optional reviewer and approval users to a workflow
  • Parameter options in the workflow definition
  • What users see in their Assignments

Posted 11/18, Revised 11/19

About this course

This lesson explores the Solver Workflow application, available to users with the Report Designer license and the Budgeting (Planning) application.  Topics include:

  • Creating a new workflow definition
  • Status categories in a published workflow
  • Adding optional reviewer and approval users to a workflow
  • Parameter options in the workflow definition
  • What users see in their Assignments

Posted 11/18, Revised 11/19