Creating Workflows

Users can either create a new workflow or copy an existing one. Newly created workflows only have a single draft workflow step and are inactive. You must modify and activate the new workflow before it can be used.

To create a workflow:

1. Click Application Menu > Administration > Workflows.
2. Create a workflow using one of the following options:
   • Click at the top of the page to create a new workflow.
   • Click > Clone From to copy an existing workflow.
3. Enter the Name of the workflow.
4. Enter an optional Description.

5. Set the Lease Area, Business Unit, and Company fields. For each field, you can select either "All" or "List". If "All" is selected, all objects within that field will be selected for the workflow. If "List" is selected, users are required to select objects from the associated list. "All" is selected by default.

6. Optionally, import an existing workflow by clicking and uploading the XML file.
7. Click Add. The workflow is created.