A workflow allows you to change the combination of checks that are performed on a customer at any given time in the customer’s lifecycle. To change the ‘workflow’ via the Portal.Documentation Index
Fetch the complete documentation index at: https://docs.frankieone.com/llms.txt
Use this file to discover all available pages before exploring further.
- Open the entity profile.
- Select Edit profile from the profile menu.
- In the Edit entity details page, select the preferred workflow from the Workflow dropdown menu.
- Select Save & Verify to run the new workflow.
