To enter general workflow information, including the name, a brief description, the owner, and availability or status:
- In the Setup module, click New. The General step of the Workflow Wizard appears.
- In the Name field, enter the workflow's name.
- In the Description field, enter important details to further identify this workflow from others. You can include hypertext in the description.
- In the Owner field, the name of the logged-in user will appear. To change this owner, select a user from the drop-down list.
- In the Status field, select Enabled or Disabled. Enable a workflow to make it available. The system or a user can start an enabled workflow. Disable a workflow to make it unavailable for use by users or the system.
- Click Next to proceed to the Instance Defaults step of the Workflow Wizard, where you define the initial properties for all future instances of this particular workflow.