In Part 1 we created a simple page for creating a Client. We now will create a simple Contract workflow and attach contracts to Clients.
Create Workflow
- Open Application Studio of your solution
- From the left menu, select Processes -> Workflows
- Click on button. The New Workflow window pops up.
Fill in the following fields:
Property Value Workflow Name ContractWorkflow Workflow CW Select Business Object -- New -- New Object Name ContractWI New Object API Permanent ID ContractWI - Click the button on the bottom right of the window. You'll be redirected to the detail page of the newly created Workflow.
- Click on the button. You'll be redirected to the Workflow Builder.