To set the default values for workflow instances generated from this template:
- From the General step, click Next. The Instance Defaults step of the Workflow Wizard appears.
- From the Scope list, select the item or portfolio to be the focus of future instances of this workflow.
- Click the Select button to assign a specific user or role (category of value type user) as the default manager for any workflow instances generated from this template. For more information about how to use the Manager dialog box, refer to Selecting a Manager. Click OK.
- From the Alternate Managers list, select an optional group of additional managers who may also manage this workflow.
- All workflow system execution must be performed with the security permission of a specific user. If this to be determined only when the workflow is activated, leave the Defined when activated check box set to its checked default.
To set a default workflow system execution permissions user for each workflow instance, uncheck this box. The logged-in user will automatically be assigned as this permissions user.
To change this default permissions user to another user click on the Permissions button. This will pop-up the Workflow System Execution Permissions dialog box. For information about completing this dialog box, refer to Assigning the Workflow System Execution Permissions User.
- When you complete this step, click Next to proceed to the Diagram step of the Workflow Wizard, where you define the actual business process represented by the workflow.