Page 79 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

Lesson 16: Create and Set Up Workflows

Notify OFA when a new Company is created

• Resource: Company
• Event: Create
• Action: Email

Lesson 17: Configure Firm Setup as the OFA

The Firm Setup tab allows you to

a) Create new Firm Org values
b) Create new Firm Orgs
c) Relabel Firm Orgs

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