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Workflows Overview

223 bytes added, 15:59, 7 July 2017
Configuring – Essentials
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4. Click the New Workflow button to see the New Workflow page.
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5. Populate the Name field with a suitable a descriptive name for the workflow, and the Description field with a suitable narrative description for the workflow.
3. The Task details are displayed, with a Task Number initially set to 10 and increasing in increments of 10 for each subsequent workflow task.
 
 
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4. Update Task Name then select the Task Type. The task type determines how the task should be processed. The available Task Types include:
8. Click on the Back button to return to the Edit Workflow screen.
8[[Image:workflow2017_4.png|1000px]] 9. The Task is listed, but without Connectors, the task will not be executed if the workflow is triggered.  
==Create Workflow Connectors==
2. Inside the list of tasks, click the New button in the row preceding the task you wish to connect. In the example below the preceding task may be the Start option, but it could also be a preceding Task.
 
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3. The New Connector modal window launches with number of options.
 
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* Name use to enter a descriptive name for the connector
6. Go back to the General tab and click Save once all connectors have been defined. When the page refreshes then the connectors should be displayed.
 
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2. Click the Edit button on the desired Type The template details are displayed.
 
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3. To enable workflows for the Level 1 items, select Yes in the first workflow combobox.
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