Workflow Definitions
To create a workflow definition, enter the following information:
- Name. Enter a name for the workflow.
- Execution Occurs. From the drop-down list, select the event to trigger the workflow.
- Status. From the drop-down list, select active to implement the workflow; select inactive if you do not want to implement the workflow yet.
- Target Module. From the drop-down list, select the module to which the workflow applies.
- Applies to. From the drop-down list, select the records to which the workflow applies.
- Processing Order. From the drop-down list, select the sequence in which to execute the workflow.
- Description. Enter a brief description of the workflow.
Click Save to create the workflow; click Cancel to exit the page without creating the workflow.