Portal, V6.1

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Create a workflow

You select the workflow stages to comprise a workflow in a workflow form.

1. Click New>Workflow.

2. Enter identification information.

3. Click Select Workflow Stages to select the workflow stages to comprise this workflow.

   1. To add workflow stages, click Add. Select the required workflow stages from the index and then click OK.

   2. To remove workflow stages, select the workflow stages you want to remove and then click Remove.

4. Click Select Reject Stage to select a stage to move an item to when rejected.

   1. Select a workflow stage from the index and then click OK.

   2. Click None to not specify a reject stage.

5. To require a comment to be entered when approving an item, select Enter Comment on Approval.

6. Set access properties.

7. Click Save and close.

 

Parent topic

Creating workflow items

 

Related tasks

Entering identification information
Granting users or groups access to an item

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