Workflow for Investment Plan

After you add a new investment plan record, the system sets the status to active. The active status means that the investment plan is still in use. When the status is inactive, you will not be able to make changes to the record. Use the deactivate option on the workflow menu to set the status to inactive, or the reactivate option if you need to set it back to active.

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request