Use the Select Fields page to create a customized Project Request workflow template. You also use this page when modifying an existing workflow template.
Project Request templates are used to initiate requests for new projects. This template defines a workflow process by which requests are routed for review and approval.
In this first step of creating a workflow template, you:
- Provide a name for the template (required field).
- Specify the number of routing stages (required field).
- Modify the template owner (required field), if desired, by assigning ownership
to someone other than yourself.
- Assign the template to a category to help you organize your workflows.
- Specify the data fields that should be included in the template.
Once you have specified a template name and number of stages and chosen the data fields you want to include in the template, you are ready to use the Define Stages page of the Edit Template form to choose the specific data field and approval requirements for each individual stage of the workflow.
To display the Define Stages page, click Next.