Add the Create Proposal from Idea Workflow

Note: This topic is part of the Custom Idea Workflow: Example series.

To add the Create Proposal from Idea workflow:

1. In the object selector, select  Workspace, select View Workspaces List, and then select a workspace name.
2. From the  Main Menu, select  Workflows and Forms, and then select Workflow Design.
3. On the Workflow Design page, select  Add.
4. In the Workflow area, in the Name field, enter Create Proposal from Idea.
5. In the Description field, enter Custom workflow to create a project proposal from an accepted idea.
6. Select Save.