Creating a Workflow

When you create a Workflow in a Work Area, you are actually creating an instance of a Workflow definition.

To create a new Workflow instance:

  1. In a Work Area, select Workflow from the Add drop-down list.
  2. Click Go.

    The system displays the Create Workflow screen.

  3. Choose one of the following options:
    • Create a new Workflow definition and instance. Choose this option if no Workflow definition exists that can meet your needs, either as it is or with some modification.

    • Create an instance from an existing Workflow definition. Choose this option if a Workflow definition already exists that meets your needs.

      If you can adapt an existing Workflow definition to make it fit your needs, first copy it into the current Application Area, then choose this option and select the copied definition. See Finding an Appropriate Definition and Reusing Existing Definitions for further information.

  4. Depending on your choice, follow one of the following sets of instructions: