Basic Workflow How-To Tasks

You can perform the following tasks:

  1. Navigate to Setup -> Business Processes.

  2. Select an existing workflow from the Edit an Existing Process list.

  3. Navigate through each of the process tabs to view or modify the workflow data.

  4. To save changes to an existing workflow, click Save.

  1. Navigate to Setup -> Business Processes.

  2. Click New to create a new workflow and then enter a name for your process.

  3. Specify a name and description for the workflow. Use a short descriptive name for the workflow and use a the description that provides an overview of the workflow function.

  4. In the Type field:

    1. Select from the drop-down list of predefined workflow types. The available types are restricted to the process options related to the workflow.

    2. To enter a custom type, manually enter the type name in the box instead of selecting one from the list. See the Workflow Basics chapters for any limitations to custom types.

  5. Navigate through each of the process tabs and specify workflow data.

  6. Click Save.

  1. Navigate to Setup -> Business Processes.

  2. Select an existing workflow from the Edit an Existing Process list.

  3. Navigate through each of the process tabs to view or modify the workflow data.

  4. Click Save As and enter a unique name for the workflow.