Add the Change Status to Accepted Task Step

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

If the idea is accepted, the workflow will reach this step, which will automatically update the idea status to Accepted.

To add the Change Status to Accepted Task step:

  1. On the Workflow Design toolbar, select Add a task step, and drag it onto the workflow design canvas.
  2. Place the new step to the left of the Idea Approval step icon.
  3. In the Step area, in the Name field, enter Change Status to Accepted.
  4. Select Add , and then select Update Field Task.
  5. In the Update Field Task Details dialog box, in the Name field, enter Status Change to Accepted, and then select OK.
  6. On the workflow design canvas, in the Idea Approval step icon, select Draw Path icon Draw connector line, and then select the Change Status to Accepted step icon.
  7. Select the Idea Approval step icon.
  8. In the Manual Decision area, in the Exit Options table, select Option 1, and then enter Accept and Create Project Proposal.
  9. Select Save.