Managing Workflow Families

Workflow Manager

Workflow families are used to group workflow requests into categories, allowing you to sort them easily. You can create new workflow families on the Company Business/Unit Details page of an administrator company, and, with permission, while you are completing or submitting workflow requests.

To create a new workflow family:

Either submit a new workflow request, or (if you are an administrator) open the Properties tab of the Workflow Request page for an existing request:

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If you are a workflow consumer, click Submit Workflow Request on the Workflows menu. The Submit Workflow Request page opens.

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If you are a workflow administrator, do one of the following:

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To open an existing workflow, click All Workflow Requests on the Workflows menu, and then click on the workflow request name. Then open the Properties tab of the Workflow Request page.

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To submit a new workflow request, click Submit Workflow Request on the Workflows menu. The Submit Workflow Request page opens.

Click the Create New button next to the Workflow Family field. You are prompted to enter a name for the new workflow family.

Note:If you are a workflow consumer and the administrator company associated with this project was created with the Is a Workflow Family Owner? option selected, the Create New button will not appear. It will be available only when a workflow administrator is submitting a workflow request against the project. See Creating a New Company for more information about this option.

Enter the name for your new workflow family in the text field, then click Add. The new workflow family is added to list.

Note:There is one other way to add workflow families. If you are a workflow administrator, and you create a new company, you will be able to add a new workflow family by clicking Add Family on its Company/Business Unit Details page. See Company/Business Unit Details Page for more information.