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Creating a Level One Workflow

1 byte removed, 14:15, 15 June 2016
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1. In the [[Workflow|workflow]] list, click '''New Workflow'''.
2. Select the name of your [[UTA]] from the '''Workflow Type''' combo box. In our example the [[UTA]] name is '''Project TrackerGMS360 - Grants'''.
[[Image:Ark71WorkFlowQA71.png]]
3. Enter the '''Name''' and '''Description''' of the [[Workflow|workflow]].
The new [[Workflow|workflow]] is displayed.
[[Image:Ark72WorkFlowQA72.png]]
=Using the UTA Role=
4. Click '''Save'''. Click the '''task name''' to review the routing settings.
[[Image:Ark73WorkFlowQA73.png]]
We will not be using [[UTA]] [[Role]] in this example, so '''uncheck''' the [[UTA]] [[Role]] box.
6. Click the '''Selected User Lookup''' and select '''Let current user select target user from this role''' and click '''Save'''. Complete the [[Workflow|workflow]] by creating the connectors to the '''Start''' event and the '''Complete''' event.
 
[[Image:Ark74.png]]
==See Also==
Smartstaff, administrator
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