Complete Workflow description
Explain end-to-end process stages and decisions.
Exact navigationSecure recipient link → Custom Software Development Brief
Before you begin
- Confirm the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide covers
Explain end-to-end process stages and decisions. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open Secure recipient link → Custom Software Development Brief.
- Go to the relevant custom-software section section containing Workflow description.
- Enter or select Workflow description using the supported value described below.
- Continue to the next step or save the current brief so autosave records the value.
- Reopen the brief or review page and confirm the value is shown correctly.
Fields, choices and supported possibilities
Workflow descriptionExplain end-to-end process stages and decisions.
Code-backed validations and workflow rules
- The field is stored as part of the current request or intake answer set.
- Leave an optional field blank only when the form permits it; required fields must pass server-side validation.
Expected result and verification
- The complete workflow description workflow completes without a validation, permission, ownership or availability error.
- The related record, portal view, activity entry, notification log or API response shows the expected state.
- Client-visible, public and API data remains limited to the code-backed ownership and visibility rules.
Security, privacy and operational checks
- Use controlled test records and non-production credentials before wider rollout.
- Grant least privilege and protect secure links, personal data, uploaded files, signatures, API tokens, allowed origins and server IPs.