Setting Up a Workflow Business Process

These procedures are applicable to project, shell, and company-level workflow business processes.

Important information

Once a workflow record is created by using any workflow schema (unique combination of Setup Name + Workflow Name), the workflow record continues to reference the workflow schema even if the Status of the workflow schema has been set to Inactive.

This condition includes workflow records that are in the following statuses:

If there is an Active BP Template, then the Template continues to create records referencing the Inactive workflow schema. For instructions on creating a template, see Create BP Templates and Schedule BP Creation.

Related Topics

Basic workflow set up in General tab

Designate additional editors for Business Process records

Set up email notification for a workflow BP

Set up auto-creation for a workflow BP

Workflow Setup in General and Setting Tabs

Define the Business Process Workflow

Set up View Forms for Workflow Business Processes

Set up Record Properties for Workflow Business Processes



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Last Published Tuesday, April 12, 2022