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Creating a Simple Process Flow Category

In this step of the Simple Process Flow tutorial, it is assumed that more than one process flow will be set up in the system over time to send email notifications. These email notifications may be sent to customers, managers, or suppliers, depending on how the application is configured. To enable these process flows to be grouped together, you should create a Process Flow Category. Follow these steps:

  1. Open a new record from the Process Flow Categories service.
  2. Enter email Notifications in the Name field. If desired, enter a description.
  3. Enter the Messaging record as the Parent category (assuming that your system already has a Messaging category).

    email Notifications Category
  4. Save and close the Process Flow Categories record.

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