Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

To create a Workflow instancean App item:

From Main Menu (For a Workspace/Non-Project)

  1. On the main menu, click WorkflowApps, and then click New
  2. Select the appropriate Workflowappropriate Apps.
  3. The Workflow Apps item instance can be initiated under a project or non-project (Workspace) depending on your selection. 
  4. Click on Next.
  5. In the Summary* box type summary of the Workflow instance.
  6. You can enter data in fields like Priority, Due Date depending upon the requirement.
  7. Other fields like the Assigned To, Requestor, etc are visible depending upon your Workflow Apps Definition.
  8. You can attach local documents or a Google Documents at this stage if required.
  9. Enter the details. Click Submit.

...

  1. Go to the project where you want to initiate the Workflow instancean item for your Apps.
  2. From the project actions drop-down , navigate to Add and then point to Workflow.Select the Workflow in which you wish to initiate the workflowclick on the Apps name.
  3. In the Summary* box type summary of the process.
  4. You can enter data in fields like PriorityDue Date depending upon the requirement.
  5. Other fields like the Assigned ToRequestor, etc are visible depending upon your Workflow Definition
  6. You can attach local documents or a Google Documents at this stage if required.
  7. Enter the details. Click Submit

To edit the WorkflowApps item:

  1. Go to your WorkflowApps item.
  2. From the action drop down of the workflow Apps , click on Edit.
  3. Edit the required attributes.
  4. Click Submit. The changes will be saved.

To delete the ProcessApps item:

  1. Go to your WorkflowApps item.
  2. From the action drop down of the workflow Apps , click on Delete. The process will be deleted and will no more be seen in reports or when filling time on Weekly Time screen.