Create a Custom Workflow

This section allows you to create and configure custom approval workflows to address specific business needs.

To create a workflow:

  1. Expand Workflows and select My Workflows.

    The list of predefined workflows is displayed.

    Figure 1. My Workflows


  2. Click Create New on the right-side.
  3. In the Workflow Details screen,
    Figure 2. Workflow Details Screen


    1. Enter the workflow name in the Workflow Name field.
    2. Enter the description in the Workflow Description field.
    3. Select Plant, Unit, Module, and Object from the list.
    4. Select a round plan from the Select Round Plan Name list.
  4. Click Go Next on the top right.
    Figure 3. Workflow Setup Screen


  5. In the Workflow Setup screen, fill the required details to create a flow and click Save & Activate.
    The workflow is created.