Tax Code Review groups 3 related components across Workflows. The configuration centers on workflows and includes configuration records that support the process.

How the pieces work together

  • This configuration has 3 documented components, with the strongest activity in Workflows.
  • Review the scripts and workflows first when changing how tax code review behaves.
  • Use the fields, lists, records, and searches as supporting configuration for the process.

Components

ComponentTypeRole in this configuration
Tax Code Review WorkflowWorkflowControls routing, status, or approval steps for tax code review.
Tax Code Review WorkflowWorkflowControls routing, status, or approval steps for tax code review.
Tax Code Review WorkflowWorkflowControls routing, status, or approval steps for tax code review.

What to review first

  • Confirm the process owner understands the components listed above.
  • Review scripts and workflows before changing supporting fields or searches.
  • Validate saved searches and fields after any workflow or script change.