Creating a Workflow

To create a workflow:

1. Click Workflow design option under eForms on the Tools & Setup window.
2. Click Add.

The New Workflow page displays.

3. Enter the name and description.
4. Select Form Packet for the Main Object Type.
5. Click Save, then click Exit/Cancel.
6. Click the Workflow Design tab.
7. Click the New Step link.

8. To expand the workflow page to be a full page, and its on tab on the browser, click the arrow next to the X at the top right of the dialog.

9. The first step of any form will be to create the packet. Fill in the Step Name, such as “New CAPA Creation.”

CAUTION: Once you have placed a form and workflow into production, do not change the Step Name entry. Also, do not use following characters in a Step Name entry: &, #, @, %.

10. The first step in a workflow should be Create Packet, which is in the Command drop-down list.
11. When finished entering the step, click the Save Step icon and then the Cancel button.
12. Select the New Step link to add the next step.

The second step is usually a task such as “Fill in Data.”

13. Select Send Activities (the default) in the Command Step drop-down list.

When Send Activities is selected, the Step Detail box displays. The step detail parameters are described in Step Detail Parameters on page 1.

12. When you have completed the workflow, click the Save and then Cancel buttons to return to read-only mode for the Workflow Detail page.
13. To automatically close a packet after a particular step, select Packet Command under the Command option. This will allow for selecting the Command Name of Close Packet. You can also automatically close a packet based on e-signature.

You can print the workflow design page by clicking Print Results.