Creating workflow processes
You can create workflow processes that reflect your business processes. A workflow process defines the actions and notifications that can occur at different points in a business process.
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.
You can design and test simple workflow processes in your production environment. However, you can obtain a nonproduction environment in which to design and test more complex processes. When the processes are ready, export them from the nonproduction environment, and then import and test again in your production environment.
Procedure
- On the toolbar of the Workflow Designer 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.