Page Comparison

To create

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an App item:

From Main Menu Apps menu option (For a Workspace/Non-Projectboth Project and Non project Apps)

1. On From the main menu, click Workflow, and then click New
2. Select the appropriate Workflow.
3. The Workflow instance can be initiated click on Add and from the Apps section, click on the appropriate app name whose instance you wish to initiate. 
4. Select the appropriate App for which you want to create an item.
5. You can initiate Apps under a project or non-project (Workspace) depending on your . Make a selection. 
6. Click on Next.
7. In the Summary* box type summary of the Workflow instance.
8. You can enter data in fields like Priority, Due Date depending upon the requirementFill in the information in the different tabs as necessary.
9. Other fields like the Assigned To, Requestor, etc are visible depending upon your Workflow Apps Definition.
10. You can also attach local documents or a Google Documents at this stage if required.
11. Enter the details. Click Submit.
    

From a Specific Project.

1. Go to the project where you want to initiate the Workflow instancean App.
2. From the project actions drop-down  , navigate to Add and then point to Workflowclick on the appropriate App name.
3. Select the Workflow in which you wish to initiate the workflow.
4. In the Summary* box type summary of the process.
5. You can enter data in fields like Priority, Due Date depending upon the requirement.
6. Other fields like the Assigned To, Requestor, etc are visible depending upon your Workflow Definition. 
7. You can attach local documents or a Google Documents at this stage if required.
8. Enter the details. Fill in information in the different tabs as necessary.
9. Click Submit

To edit

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a single app item:

1. Go to your Workflowthe app item you want to edit.
2. From the action drop down of the workflow actions , click on Edit.
3. Edit the required attributes.
4. Click Submit. The changes will be saved.

To

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edit multiple app items:

You can edit the following attributes of app items in bulk:

• State
• Assigned To
• Priority
• Custom Fields.

To delete an App item:

1. Go to the app item you want to edit.
2. From the actions , click on Delete. The process will item will be deleted and will no more be seen in reports or when filling time on Weekly Time screen.

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