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https://support.actionstep.zendesk.com/hcsupport/en-ussolutions/articles/360022750594-Configuring-Workflow-on150000019768-configuring-your-Matter-Typesworkflow in Actionstep Help Center.

Hands-on

  • Add the step “In Progress” to your Bankruptcy matter type.

  • Make sure all paths lead to a “Closed” step.

  • Create a Bankruptcy matter to test your workflow.

  • Add different types of steps (alt, jump).

 

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