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Adapt Activities / Workflows
Adapt Activities / Workflows

Running workflow in Adapt

Written by Jackie Read
Updated over a week ago

Once a new record has been created in Adapt, actions can be run against it using the Activities menu, shortcut icons or action buttons visible from pages in the record:

Any activity which has been run will be recorded in the ‘Journal’ (the audit trail or history of the record) and some activities will also update fields within the record, produce documentation, create tasks (visible in ‘Tasks’) or generate appointments (visible in the ‘Calendar’). 

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