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→Creating a New Workflow
=Configuration - Essentials=
==Creating a New Workflow==
[[File:add_new_wflow.png|thumb|none|800px|Add a new workflow]]
===Configuring your Workflow ===Select '''Workflow Type''': The type will dictate which information/fields will be available when creating tasks - You can select different UTA’s, levels, contacts, organizations etc… as your workflow type. Name the workflow and add it to a Category * Suggested naming convention: UTA, Record Level (1/2/3) - Goal/Status** '''EX:''' Submission Manager L1 - Approved Status* Categories are created by your organization. We suggest creating categories based on the UTA and Record Level.** '''EX:''' Submission Manager L1 Add a workflow description (optional). * Include a list of tasks and branching conditions for ease of review later.* Add notes to your workflow if you make changes to it. Set the '''Trigger-On'''** The trigger dictates what status or action will initiate the workflow.** Depending on the workflow type, you will be selecting from a list of statuses or activities.** For our example, we will be triggering our workflow when a record hits the Approved status.
[[File:Creating Approved Status Workflow- Workflow Main Set-up Page.png|thumb|none|800px|Creating Approved Status Workflow - Workflow Main Set-up Page]]