Selecting a Workflow

If you selected Start workflow in the Outcome step of the Alert wizard, the Select Workflow dialog box appears.

To select a workflow:

1. In the Workflow field, click the down arrow. The Select Workflow pop-up window appears.
2. In the Select Workflow window, expand the folders, select a workflow, and then click OK.

   If a disabled workflow is selected, you must enable it in the workflow wizard before the alert is triggered.

3. In the Instance name field, define the name that the workflow instance will have (when the alert is triggered).
4. In the Scope defined by section, select any of the following:
   • Item or Portfolio for which the alert has been triggered: Select if the item for which the alert has been triggered will also serve as the scope of the workflow.
   • Workflow: Select if the scope is defined by the workflow.
5. In the Manager field, accept the default or click Select.

   If you chose Select, enter information in the Manager dialog box. To complete this dialog box, refer to Selecting a Manager .

6. In the Workflow system execution permissions user defined by section, select any of the following:
   • Owner of Alert: Select if the owner of the alert is defined as the workflow system execution permissions user.
   • Workflow: Select if workflow system execution permissions user.
7. Click OK.