Step 2 Define Workflow Initiation

This step shows how to use the Workflow Manager to specify for the instance of a workflow to initiate on an event, when a record is created.

To define the workflow initiation:

1. If you have not already done so, complete Step 1 Define Workflow Basic Information.

2. On the workflow definition page, select the following properties:

   Property	Value
   Event Based	Selected
   On Create	Checked
   Trigger Type	Before Record Load

   Verify that the workflow properties look like the following screenshot:

   

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

Related Topics

• Creating Your First Workflow
• Step 1 Define Workflow Basic Information
• 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
• Initiating a Workflow on an Event
• Workflow Initiation Triggers

General Notices