Creating a New Template

Workflow Manager 2020

A workflow template is made up of workflow phases, which themselves are comprised of workflow steps. For a workflow template to be usable by projects, it must include at least one data group, to be displayed when the workflow request is first submitted. Each data group represents a screen of questions used to collect data from workflow consumers, and the questions are defined using the data elements which make up the data group.

The first step of the first phase of a template is always associated with a data group, and this workflow step must be completed when the workflow request is submitted. However, you can define additional data groups throughout the workflow to prompt for data collection, and you can use this data for conditional branching—meaning that the workflow phase that is displayed next can depend on the workflow consumer’s input. See Creating Templates That Use Conditions.

To define a new template, perform the following tasks:

•

Create new template—Create a new, empty template, as described in Initiating the Template.

•

Create data groups—Create the data groups which will be used to collect information, as described in Creating Data Groups.

•

Create first phase—Create the first workflow phase, which always includes a data collection step, as described in Creating the First Workflow Phase.

•

Create subsequent phases—Create all the other workflow phases, as described in Creating Subsequent Workflow Phases.

See Also

Creating Templates That Use Conditions

Defining Specialized Data Elements, Workflow Phases, and Workflow Steps