Define the workflow
Two steps are available for defining a workflow to be launched when the new object is added or checked in using the template. A workflow is work performed by two or more individuals or resources, serially or in parallel, to accomplish a business process. Assigning a workflow to the new object is optional. You can specify that the workflow is launched automatically, or you can prompt the user to optionally start the workflow.
You can use the built-in Fixed Approval or Sequential Approval Workflow, or you can use an existing workflow already available in an object store.
- The Fixed Approval Workflow routes the new object through Reviewers, Approvers, and Publisher steps. You decide which participants, or users, receive the new object at each step, and you can omit the Publish step.
- The Sequential Workflow allows you to determine the number of steps in the workflow and which users participate in each step.
Any existing workflow in an object store can be assigned to the new object. However, you cannot set the workflow properties in the entry template for an existing workflow. Your site administrator determines if you have access to Process Designer to create new workflows.
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