9 3:workflow designer create

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Contents

[edit] Where in Project.net

Business/Projects > Workflows > New Workflow/Edit Workflow

[edit] Create/Edit Workflow

[edit] To Edit a New Workflow

1. Go to the BUSINESS or PROJECT tab.

2. From the Business or Project area, select a BUSINESS or PROJECT from the list.

3. Click [Setup] in the submenu.

4. Click on [Manage Workflows] link under Administrator Settings.

5. Select a workflow that needs to be edited from the available list of workflows.

6. The Workflow Properties pages i now displayed with the tabs on Properties and Envelopes.

Workflow Envelope Properties
Workflow Envelope Properties

The Properties tabs includes information on

  • Name
  • Description
  • Notes
  • Owner
  • Availability
  • Rule Enforcement
  • Active Envelopes
  • Created by
  • Created on
  • Last Modified by
  • Last Modified on

The Envelope tab will include information on the Envelope Status with details on the following:

Envelope List
Envelope List
  • Title
  • Description
  • Current Step
  • Current Status
  • Last Changed
  • Abort Envelope

These envelopes can also be grouped based on Envelope Status and Priority.

Edit Workflow
Edit Workflow

7. Click on the [Edit] option in the Toolbox. The workflow designer can be edited only if the workflow is unpublished. If the workflow need not be edited, click on the [Continue to View] option. For more information on Workflows, refer Workflow Designer Edit.

8. To edit the Workflow click on [Change to Unpublished].

The workflow can now be modified on the various tabs of Definition, Steps and Transitions.

[edit] Toolbox

  • Blogit - Selecting this allows the user to create a blog entry on creation of a new workflow.
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