Assigning a workflow is optional. If you did not select a workflow for this template, skip to the next appropriate step, which depends upon add-ons installed on your system.
Although this step is optional, the screen displays whether or not you are setting the properties. If you defined a new workflow, the Fixed Approval or Sequential Approval workflow entry templates display, based on the template you chose. If you did not define a new workflow, a pass-through screen displays, with no configurable fields. Click Next and move on to the next screen.
Property | Description |
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Name | The default name for the type of workflow you selected appears in the Name field. Enter an appropriate name for the workflow you are defining. This name appears in the task list. |
Reject Routing | For Sequential Approval Workflow only. This option specifies
how the workflow is routed when a Step is rejected by a participant.
|
Data Fields | Data fields contain values that are passed to participants along with the workflow. In order for a data field to be available in a given step in the workflow, you must define the field here. You set the value of the field later, in a specific step. For example, a monthly sales report approval workflow can include a field for the sales region name. |
Attachments | An attachment is any document or folder from the object store that is routed along with the work item to participants. For example, a monthly sales report approval workflow can include an annual sales projection document. |
Reviewers Approvers Publishers | Default workflow steps for built-in workflows. You can define
the data fields, attachments, participants, step deadline, instructions,
and whether to allow participants to reassign the step. You can also
rename the step or create "voter approval" style routing. Step names
and routing for custom workflows vary. Note: The Publishers step
for the Fixed Approval workflow is optional. If your workflow process
does not require a step that publishes the new object (such as a report
document), you can omit this step from your template.
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To set the workflow properties for a Fixed Approval Workflow:
To set the workflow properties for a Sequential Approval Workflow: