Creating workflow processes

About this task

A workflow process consists of the header information for the record, the nodes, the connection lines, and the properties specified for the nodes and the connection lines.

Procedure

On the toolbar of the Workflow Designer or Workflow Designer (Advanced) application, click New Process.
In the Process field, type a name for the process.
Optional: Type a description.
In the Object field, type a value or click Select Value and select an object.
Click Save Process.

What to do next

You are now ready to use the canvas to add nodes and connection lines and to configure the properties of each of the elements of the process.

Note: The Workflow Designer (Advanced) applet stays synchronized with the Maximo® server. If there is any question about the state of the workflow, save the workflow to re-synchronize the workflow with the Maximo server.

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