Workflows automate a recurring process – for example a fixed daily handover of certain items to an organisation, with the matching status and documents.

Good to know

• Use a workflow only when there is a clear, recurring use case.
• For one-off batch jobs (e.g. archiving all expired items) use a Task List instead – it is easier to check before you execute it.
• Talk to your administrator or support before setting up a new workflow.