New workflow completion time: “Before saving”
It is now possible to set a workflow’s completion time to “Before saving”.
This means that a Note with a workflow set with this completion time, will not be able to be updated/saved without firstly completing any mandatory questions.
To change the completion time for a Note’s workflow, you will need to navigate to the Administration part of the site (My Account -> Administration). From here, click on the ‘Contacts’ side menu and select ‘Note Workflow’. Either click to edit an existing workflow or click ‘add’ to create a new one; once the workflow pop-up is open, you can choose ‘Before saving’ in the “Completion time for back office” box. Remember to click Save!
Navigate to: My Account -> Administration -> Contacts -> Note workflows