Setting workflow processes to automatically initiate
You can specify that when a user creates and saves a new record in an application, the record is automatically routed into a workflow process. Each object can have only a single process that is automatically initiated.
Before you begin
About this task
This action only routes records created by users. Records that the product creates automatically (for example, through a PM cron task or through the inventory reorder function) cannot be automatically routed into a process through this method.
Procedure
- In the Workflow Designer or Workflow Designer (Advanced) application, display an activated process record.
- Click the Set Process to Auto-Initiate action.