Adding the Workflow Design and Setting its General Properties

Note: This topic is part of the Creating a Project Proposal Approval Workflow: Example series.

To add the Project Proposal Approval Workflow design and set its general properties:

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 Project Proposal Approval.
5. In the Description field, enter Approval process for project proposals.
6. Select Save.