Creating a Level Two Workflow

Revision as of 10:48, 15 June 2016 by Ciaran Donnelly (talk | contribs)

Revision as of 10:48, 15 June 2016 by Ciaran Donnelly (talk | contribs)


1. In the workflow list, click New Workflow.

2. Select the Tracking Activities from the Workflow Type combo box. All Level Two workflows are created from the Tracking Activities workflow type and not by the UTA name.

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3. Enter the Name and Description of the workflow.

For Tracking Activities workflows, the Trigger When and Termination Trigger fields display all Level Two statuses for all UTAs.

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4. Select the Level Two status for the UTA that you wish to have trigger the workflow. A termination trigger is not mandatory for Tracking Activities workflows.

5. Click Save to save the workflow.

6. Complete the workflow by creating a task and connecting the task to the Start and Complete event.

7. In the UTA, click Level Two New button.

8. Create a Level Two item and select the status that will trigger the workflow.

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9. Save the Level Two activity to trigger the workflow.




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