Anytime you add or edit a record in MinistryPlatform, the system checks to see if the record qualifies for a workflow process. If it does:

• You must submit the added or edited record. If you added or edit the record through the API, this happens automatically. For all other instances, you must click Submit to submit it manually.
• Process Steps fire in order one at a time. As the system works through the Steps, the record's task status indicator light is yellow.
  • If a Process Step fails, the system doesn't process any further Steps.
  • If a Process Step fails or the user assigned to the Step rejects it, the submitting user must review the record. They can then edit the record and resubmit the necessary changes or delete the record.
  • If a user fails to complete a task by the deadline and the task is set to escalate, the system automatically transfers the task to another user.
• Escalated or rejected tasks have a red task status indicator light.
• When you complete the final step, the record has a green task status indicator light.