The workflow folder

The underlying workflow folder supporting the Visual Board (VB) must be prepared up front (this is described in a separate help article) by an administrator. A given workflow folder can only be assigned to one -1- specific VB. 

In addition, the From/To disciplines needs to be defined.

The workflow folder can have as many steps and custom fields as you want. In order to meet all cross-references needed, it should as a minimum contain:

  • a custom field for the Question 
  • a custom field for the Answer 
  • a custom field for the From disciplin
  • a custom field for the To disciplin
  • a custom field for the Answer Due Date
  • an initial step representing the container holding new questions
  • a locked step representing the Decision log container
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