General Information

Workflow Manager 2016

The General Information tab of the Project Details page includes the project name, associated template, consumer and administrator contacts, and other general settings.

Project Details Page / General Information Tab

The following options are available on the General Information tab of the Project Details page.

General Information Tab of Project Details Page 

Option

Description

Project name

A short description for the project.

Company/business unit

The name of the workflow consumer company associated with this project. This field is only updatable when you first create the project; every project must be associated with one workflow consumer company.

Workflow request prefix

To uniquely identify it, every workflow request is automatically assigned a unique integer by Workflow Manager. Use this field to define a project-specific prefix for the workflow request identifiers. The default choice is WR.

Template

Choose the workflow template that you want all workflow requests associated with this project to use.

Consumer contact

Record the account name of the workflow consumer who should be contacted with any queries related to this project. Click the Assign Consumer Contact button to open the Select User window and search for an appropriate account. See Searching for Accounts for details.

Administrator contact

Record the account name of the workflow administrator who should be contacted with any queries related to this project. Click the Assign Administrator Contact button to open the Select User window and search for an appropriate account. See Searching for Accounts for details.