Assigning Workflow Items to Processes

To assign an Action or a Trigger to a Process:

  1. From the Sidebar, navigate to a workflow item and double-click it.
  2. Click the Processes tab.
  3. Click Add. The Select Process dialog box opens.

    NOTE: Using the Select Process dialog box, you can modify or create new Processes as follows: To add a Process, click New, enter a Process name and description in the Process dialog box, then click OK. To rename a Process, select it in the list, click Open, edit the Process name, then click OK.

  4. Double-click a Process. If you want to assign a workflow item to several Processes, select those Processes in the list and click OK.
  5. Click OK.

When creating an Action or a Trigger, you can also assign it to a Process.

INFO: For details, see Creating Interactive Actions, Creating Service Actions, and Creating Triggers.