Basic workflow setup in General tab

For a workflow business process, enter the following information in the General tab of the Business Process Setup window:

In this field:	Do this:
Setup Name	Enter a unique name (required field).
Description	Enter an optional description of the setup.
Help File	Lets you add a custom PDF help file.
Auto Creation Workflow	The workflow to use for the auto-created BP. Workflow Setup in Company-Level BPs or Project-Level BPs.
Auto Creator	Select the name to use as the creator of any auto-created records of this BP.
Auto Action	Select the step to use as the first step in the workflow of auto-created records.
Send error notification to	Specify the user to receive error notifications.
Default Record format for Notification and Document Manager	This option has two purposes: If you want notification sent to users whenever a business process record is created or modified, use this option to specify the format in which you want the notification to be sent. If you have checked the Save Record Information to Document Manager checkbox, use this option to specify the format in which the business process records should be saved.