Add the Create Project Proposal Task Step

Note: This topic is part of the Custom Idea Workflow: Example series.

After the idea is accepted, then the next step is to create a project proposal from the idea. The user assigned to this step will complete the Create Project Proposal form, and then a new project proposal will be created. After the project proposal is created, the idea workflow will end.

To add the Create Project Proposal Task step:

  1. On the Workflow Design toolbar, select Add a task step, and drag it onto the workflow design canvas.
  2. Position the new step below the Change Status to Accepted step icon.
  3. On the Step area, in the Name field, enter Create Project Proposal.
  4. Select Add , and then select Form Task.
  5. In the Form Task Details dialog box, in the Name field, enter Create Project Proposal Form, and then select OK.
  6. On the workflow design canvas, in the Change Status to Accepted step icon, selectDraw Path icon Draw connector line, and then select the Create Project Proposal step icon.
  7. On the workflow design canvas, in the Create Project Proposal step icon, selectDraw Path icon Draw connector line, and then select the End step icon.
  8. Select Save.

Last Published Monday, June 24, 2024