Creating workflows
FollowTo create a new workflow:
- Click on Setup > Application > Workflows in the top menu
- Click on New in the top left context menu
- Enter the workflow name
- Click on the Save button
The form has the following fields:
- Workflow name: Specify the name of workflow
- Use security: Enables security on the workflow that allows some statuses of the workflow to be limited to selected users
- Activate workflow: An active workflow is usable to create new projects and vacancies. An inactive workflow cannot be used in the platform when creating a new vacancy or project: this is useful when designing a workflow, or for a workflow that is no longer in use
- New status: Creates a new status
- Sort Status: If you need to change the order in which statuses are displayed
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