5.1.1 Creating a Workflow
For creating a workflow, you need to specify details, such as workflow code, description, and current and next status.
To create a workflow:
Before creating the workflow, you must create the statuses through which a task moves in the workflow.
Once the workflow is created, you can view the same using the View Workflow page. Upon creation, the authorization status of the workflow is Unauthorized and the record status is Open. After a workflow is created, it must be authorized to be effective in the system. On authorization, the workflow is visible in the Create Task page from where you can map the task with the required workflow. A task moves through various statuses based on the workflow mapped to it.
Parent topic: Create Workflow