Adding the Workflow Configuration and Adjusting Settings for the Entire Workflow

Note: This topic is part of the Creating a Project Proposal Approval Workflow: Example series.

To add the workflow configuration and adjust its general settings:

  1. In the object selector, select a workspace.
  2. In the sidebar, hover over Workflows and Forms, and select Workflow Configuration.
  3. On the Workflow Configuration page, select Add.
  4. On the Select Workflow step of the Workflow Configuration Wizard, in the table that lists available workflow designs, select Approve Project Proposal.
  5. Select Next.
  6. On the Configure Workflow step of the Workflow Configuration Wizard, select Show Diagram to view the workflow design.

    This is not required, but it can help you remember how steps and tasks are related.

  7. In the workflow element list, select Project Proposal Approval.

    The options area shows options that apply to the entire workflow.

  8. In the Workflow Settings area, in the Configuration Name field, enter Project Proposal Approval.
  9. In the Description text area, enter Project Proposal Approval workflow configuration.
  10. In the Context Type list, select Project.
  11. In the Manager field, select Select.
  12. In the Create Manager List dialog box, in the Search field, enter your username.
  13. In the Available list, select your username.
  14. Select Move Right
  15. Select Create.

Last Published Tuesday, May 21, 2024