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What are directories

Workflowsoft directories allow information to be stored in the form of a table.

For convenience, you can create Suppliers, Buyers, Clients, Partners and other directories. Directories can be created by business unit managers and administrators.

If directories have been created in your organization, you can add a field of type Directory to processes or tasks—in the process or task card, click Add Field and select the required Directory (for example, Clients). There is now no need to fill out the fields with plain text (and possibly make a mistake when entering a client’s name)—just select the name of the client from the directory.