Create the Workflow Configuration

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

Now that you have created the workflow design and all of the required forms, you can create a workflow configuration to assign the forms to the workflow tasks and to set other properties for the workflow.

To create the Project Proposal Approval workflow configuration:

  1. Adding the Workflow Configuration and Adjusting Settings for the Entire Workflow
  2. Configuring the Collect Proposal Data Step
  3. Configuring the Evaluate Risk Level Automatic Decision Step
  4. Configuring the Approve Proposal Step
  5. Configuring the Collect More Information Step
  6. Configuring the Final Review Step
  7. Configuring the Reject Proposal Step
  8. Validating and Publishing the Workflow Configuration