If you are applying for a license and do not know its term, you can select "In Application". Licenses with this term cannot have a renewal workflow, but you can assign a custom workflow to track the application process, if necessary.
To create a custom workflow, navigate to Admin Center > Workflow Templates
- Click the Add button in the toolbar above the grid.
- In the Record column for the new workflow template record, select the License Pro record type associated with the workflow (e.g. Licenses).
- In the Workflow Type column, select the type of workflow template you want to create.
For this example, select Custom if you are creating a template to track your license application process.
- Enter a unique and descriptive name for the template in the Workflow column.
- Conditional. If you are creating a custom workflow template, enter the expected length of the term for periods based on the template in the Workflow Term column.
If necessary, you can later select a longer or shorter term for specific records using the template.
- Add and configure the steps you want to include in the workflow template.
- Click Save to save your changes.
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Matt Dixon
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