Assigning Workflow Items to Processes
To assign an Action or a Trigger to a Process:
- From the Sidebar, navigate to a workflow item and double-click it.
- Click the Processes tab.
- 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.
- Double-click a Process. If you want to assign a workflow item to several Processes, select those Processes in the list and click OK.
- Click OK.
When creating an Action or a Trigger, you can also assign it to a Process.