- ContentsQuick LinksAccount Analysis landing page Accounting landing page AIM help AIM Receiver help Arrangements landing page Batch Processing landing page Custodian help Dashboard help Data Exchange landing page Dialer Campaigns landing page Exchange Manager help Invoices help Latitude help Latitude Console help Letter Console help Letters landing page Link Console help List Builder help Portfolio Manager help Reporting Console help Reporting landing page WorkFlow Designer help Work Queues landing page
WorkFlow Designer Help
Introduction to WorkFlow Designer
The WorkFlow Designer program allows your organization to automate processing of accounts in Latitude. You can create user-defined events and workflows, and link the workflows to system- or user-defined events. When these events occur in Latitude, they trigger accounts that meet specific criteria for workflow processing. The WorkFlow Engine runs on a server as a scheduled job and processes the workflows.
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