Adding a workflow

About this task

To add a new workflow:

Procedure

  1. Click Configure > Workflows.
  2. Click Add Workflow.
  3. Define the workflow:
    • Name: Type a title for the workflow. The title of the workflow will be visible as a heading for the transition area above the attribute list for each element.
    • Description: Type a description for the workflow.
    • Module: Select Module for the workflow.
    • Workflow Attribute: Select a workflow attribute. Only the choice attributes in the selected module are listed. The attribute that you select will not be visible or editable in the attribute list in the view where the workflow is used. The workflow attribute is displayed in a transition area at the top of the attribute list in the view.
  4. Click OK.
  5. Edit the transitions for the workflow. The transitions are displayed in the transition area at the top of the attribute list in the view.
  6. Click Save.

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