Creating a New Workflow Definition and Instance

When you select Create a new Workflow definition and instance in the Create Workflow screen, additional fields appear.

1. Enter values in the following fields:

   • Name. See Naming Objects.

   • Description. See Creating and Using Object Descriptions.

2. In the Classification section, select the following for both the definition and the instance:

   • Subtype. Select a subtype according to your company's policies.

   • Classification Values. See Classifying Objects and Outputs for instructions.

3. Click Apply to save your work and continue defining the Workflow.

   The system opens the Properties screen for the new Workflow instance.

4. Define the Workflow details. It may help you to draw a diagram on paper or white board of the Workflow so you can see which executables, Structures, Notifications and Transitions you need to define. Begin by adding executables and Workflow Structures. See:

   • Adding Executables

   • Adding Workflow Structures

   • Defining Notifications

5. Next, add Transitions and Workflow Parameters and create at least one Execution Setup. See:

   • Defining Transitions

   • Defining Parameters

6. After you have finished setting up Parameter value propagation, define at least one Execution Setup. See Creating, Modifying, and Submitting Execution Setups.
7. Click Check In. The system checks in Version 1 of the Workflow definition.
8. Install the Workflow instance (see Using, Installing, and Cloning Work Areas).
9. Validate both the definition and the instance according to your company's policies.