Workflow Transition Profiles

Users can create profiles to specify which objects the batch should be run on. Profiles allow you to reuse a set of filters across multiple batch jobs. Profiles can be created based on a set of filters, or by entering specific object IDs.

Note that you can only create profiles for objects that you have access to, based on user profiles configured in Financial Organization Structure.

To create a profile:

Click Main Menu > Batch Management > Mass Workflow Transition > Workflow Profiles.
Click .
Enter a Name for the profile.
Select a System.
For the remaining filters, select either "All" or "List". If "List" is selected, the corresponding drop down is enabled and you must select one or more objects from that list. Filters are set to "All" by default.
Click Submit.

To manage profiles:

Click to edit a profile.
Click to filter the profiles.
Click to refresh the profiles.
Click to delete a profile.