If you selected Start workflow in the Outcome step of the Alert wizard, the Select Workflow dialog box appears.
To select a workflow:
- In the Workflow field, click the down arrow. The Select Workflow pop-up window appears.
- In the Select Workflow window, expand the folders, select a workflow, and then click OK.
If a disabled workflow is selected, you must enable it in the workflow wizard before the alert is triggered.
- In the Instance name field, define the name that the workflow instance will have (when the alert is triggered).
- In the Scope defined by section, select any of the following:
- Item or Portfolio for which the alert has been triggered: Select if the item for which the alert has been triggered will also serve as the scope of the workflow.
- Workflow: Select if the scope is defined by the workflow.
- In the Manager field, accept the default or click Select.
If you chose Select, enter information in the Manager dialog box. To complete this dialog box, refer to Selecting a Manager .
- In the Workflow system execution permissions user defined by section, select any of the following:
- Owner of Alert: Select if the owner of the alert is defined as the workflow system execution permissions user.
- Workflow: Select if workflow system execution permissions user.
- Click OK.