Step 1 Define Workflow Basic Information

This step shows how to use the Workflow Manager to create a workflow and define the workflow properties, including workflow name, workflow base record, owner, and release status, on the workflow definition page.

To create a workflow and define the basic properties:

1. To create a new workflow, go to Customization > Workflow > Workflows > New. The workflow definition page opens with the following default settings:

   • Owner: Should be your name

   • Release Status: Testing

   • Keep Instance and History: Only When Testing

   • Event Based: Selected

   • Visual Builder: Selected

   • Trigger Type: All

   • Contexts: All selected

   The following screenshot shows the workflow definition page and the default settings:

   

2. Under Basic Information, enter the following properties:

   Property	Value
   Name	First Workflow
   Record Type	Opportunity
   Owner	Verify that your name appears
   Release Status	Testing
   Keep Instance and History	Only When Testing
   Enable Logging	Checked

   Verify that the workflow properties look like the following screenshot:

   

3. To continue with the tutorial, continue to Step 2 Define Workflow Initiation.

Note:

Record sub types are not available for an Opportunity record and the Sub Types field is only available for Item, Transaction, and Customer record types. For more information about record sub types, see Workflow Base Record.

Related Topics

• Creating Your First Workflow
• Step 2 Define Workflow Initiation
• Step 3 Define the Workflow Condition
• Step 4 Create Workflow States
• Step 5 Create Actions
• Step 6 Create a Transition
• Step 7 Initiate and Validate the Workflow
• Creating a Workflow
• Workflow Base Record
• Release Status

General Notices