Adding a Workflow Template
A user with the Workflow Admin permission create the company, contract, and project workflow templates that are used by the Workflow Wizard, which is launched whenever a user adds a workflow to a Company, Contract, or Project Profile. In creating a workflow template, a Workflow Admin develops a set of steps designed to accomplish one of their company's business processes or procedures.
Creating a workflow template involves (1) identifying all the steps in the workflow (2) assigning an owner (responsible party) for each step (3) identifying any prerequisite steps that must be performed before an action or communication step can be completed, as well as stipulate what steps must be revisited/completed if a step that requires approval is declined/approved, and (4) setting restrictions for the use of the workflow template.
Prior to creating a workflow template, at least one workflow team must exist. If any of the steps in the workflow require approval, at least one applicable routing table must exist.
Setting Workflow Template Restrictions
Restrictions must be set for workflow templates so that only the appropriate templates are available when users runs the Workflow Wizard from a Company, Contract, or Project Profile.