Basic workflow setup in General tab
To set up a workflow business process:
- From the Business Processes log, select a BP and click Open. The Setup log opens.
- Click New. The Select Workflow window opens.
- Click the Workflow selection list and click OK. The Business Process Setup window opens.
Note: You may configure a setup for multiple workflows by repeating this procedure for each workflow available for the business process.
- Complete the General tab (see the table below).
In this field: | Do this: |
---|---|
Setup Name | Enter a unique name (required field). |
Description | Enter an optional description of the setup. |
Help File | Lets you add a custom PDF help file. |
Auto Creation Workflow | The workflow to use for the auto-created BP. Workflow Setup in Company-Level BPs or Project Level BPs. |
Auto Creator | Select the name to use as the creator of any auto-created records of this BP. |
Auto Action | Select the step to use as the first step in the workflow of auto-created records. |
Send error notification to | Specify the user to receive error notifications. |
Default Record format for Notification and Document Manager | This option has two purposes:
|
Related Topics
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Last Published Wednesday, June 26, 2024