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Step 1

From the Automation Center navigation pane, select Tasks > Workflow Tasks. The Workflow Tasks list displays a list of all currently defined Workflow tasks.
 
Below the list, Workflow Task Details for a new Workflow task displays.
 

Step 2

Enter/select Details for a new Workflow task, using the field descriptions below as a guide.

  • Required fields display an asterisk ( * ) after the field name.
  • Default values for fields, if available, display automatically.

To display more of the Details fields on the screen, you can either:

  • Use the scroll bar.
  • Temporarily hide the list above the Details.
  • Click the New button  Image Added button above the list to display a pop-up version of the Details.

Step 3

Click a

Save button

 Image Added button. The Workflow task is added to the database, and all buttons and tabs in Workflow Task Details are enabled.

Step 4

Click the Edit Workflow button to display a blank Workflow Editor canvas.

Step 5

Follow the instructions provided below for designing the Workflow in the Workflow Editor.

Note
titleNote

To open an existing record on the list, either:

  • Click a record in the list to display its record Details below the list. (To clear record Details below the list, click the New button Image Added button that displays above and below the Details.)
  • Clicking the Details icon next to a record name in the list, or right-click a record in the list and then click Open in the Action menu that displays, to display a pop-up version of the record Details.
  • Right-click a record in the a list, or open a record and right-click in the record Details, and then click Open In Tab in the Action menu that displays, to display the record Details under a new tab on the record list page (see Record Details as Tabs).

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