Overall Workflow Settings

The following describes the settings for the overall workflow. Select the top option in the left navigation pane to access these settings. Click the scroll bar on the right to scroll down the window and view all fields.

In this field:

Do this:

Enable Workflow Duration

When Yes is selected, records created with this instance will be marked as late when the defined amount of time passes.

Workflow Duration

You can optionally set the duration of the workflow.

Override Workflow Due Date

User can override the due date for the workflow. Be sure to select Yes for this option if you are using Scope Management and have selected Enforce Activity Finish Date for the Record Due Date for the activity business process. Setting up Scope Management for Activities.

Project Phase (Project-level BPs only)

Setup is valid only during the specified project phase. This is not applicable for company level BPs.

Notify users or groups on workflow completion

Selected users or groups will be notified once the workflow is complete.



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Last Published Friday, April 9, 2021