Creating the New Workflow Process

This task is a step in Defining a Workflow Process That Attaches an Activity Plan to an Opportunity.

To begin, you create the new Workflow Process, define step properties, and then validate the Workflow Process.

To create the new Workflow Process

1. In the Process Designer, create a new Workflow Process with the values shown in the following table.

   Property	Value
   Process Name	Create Plan
   Business Object	Opportunity
   Workflow Mode	Interactive Flow

   For more information, see Creating the Workflow Process.

2. Add the following steps and connectors until your Workflow Process resembles the flow illustrated in the following figure:

   1. A Start step

   2. A Send Activity Plan to Oppty step

   3. A Display Activity Plan step

   4. An End step

   5. The following Connectors:

      • A connector between step (a) and (b).

      • A connector between between step (b) and (c).

      • A connector between between step (c) and (d).

   

For more information, see Adding Workflow Process Steps and Diagramming a Workflow Process.