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 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 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