Adding the Collect More Information Task Step

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

If the Risk Level of the proposal is set to High, Very High, or Not Identified, then the workflow starts the Collect More Information task step. It requires a user to provide more information.

To add the Collect More Information task step:

1. In the Workflow Design toolbar, select the  Add a task step icon and drag it onto the workflow design canvas.
2. Position the new step to the right of the Evaluate Risk Level step.
3. In the Step area, in the Name field, enter Collect More Information.
4. In the Description text area, enter Collect additional information about the proposed project.
5. Select  Add , and select Form Task.
6. In the Form Task Details dialog box, in the Name field, enter Provide More Information.
7. In the Instructions text area, enter Provide more information about this project.
8. Select OK.
9. Select Save.