demo@moorhouseconsulting.com

Portfolio Control Cockpit

Moorhouse

1
active/GBP

Workflow Builder

Build lifecycle stages, required fields and gate conditions without editing JSON.

Default lifecycle

Version 1. Reorder stages with the order number, disable unused stages, and choose which configured fields are required before entry.

Required fields before this stage

Required fields before this stage

Required fields before this stage

Required fields before this stage

Required fields before this stage

Required fields before this stage

Gate conditions

Link a stage to evidence or an approval pathway. These records are saved with the workflow configuration and used by gate requests where supported.

Add a stage

Add the label now, then save again to configure criteria and required fields.