Configuring a Custom Workflow Policy Component

The following procedure describes how to configure a custom Workflow Policy component.

To configure a custom Workflow Policy component

1. In the Object Explorer, click Workflow Policy Object.

2. In the Workflow Policy Objects list, query the Name property for Account.

3. In the Object Explorer, expand Workflow Policy Object and then click Workflow Policy Component.

4. In the Workflow Policy Components list, add a new record:

   • Enter a value in the Name property.

   • Enter a value in the Source Table Name property.

   • Enter a value in the Source Column Name property.

5. The Source Column Name property creates a relationship between the Workflow Policy component you are currently configuring and the primary policy component.

6. Identify the set of columns that you want to monitor for the Workflow Policy component that you created in step 4.

   1. Navigate to the Workflow Policy Column list.

   2. Identify predefined Workflow Policy columns that you can use.