To set up a workflow business process
| 1 | From the Business Processes log, select a BP and click Open. The Setup log opens. |
| 2 | Click New. The Select Workflow window opens. |
| 3 | Click the Workflow selection list and click OK. The Business Process Setup window opens. |
Note: You may configure a setup for multiple workflows by repeating this procedure for each workflow available for the business process.
| 4 | Complete the General tab (see the table below). |
|
In this field: |
Do this: |
|
Setup Name |
Enter a unique name (required field). |
|
Description |
Enter an optional description of the setup. |
|
Help File |
Allows you to add a custom PDF help file. |
|
Auto Creation Workflow |
The workflow to use for the auto-created BP. See “Workflow setup in General and Setting tabs”. |
|
Auto Creator |
Select the name to use as the creator of any auto-created records of this BP. |
|
Auto Action |
Select the step to use as the first step in the workflow of auto-created records. |
|
Send error notification to |
Specify the user to receive error notifications. |
|
Default Record format for Notification and Document Manager |
This option has two purposes: If you want notification sent to users whenever a business process record is created or modified, use this option to specify the format in which you want the notification to be sent. If you have checked the Save Record Information to Document Manager check box, use this option to specify the format in which the business process records should be saved. |
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