Adding states to workflow templates

To use a state in a workflow, you need to add it to the workflow template. You can add existing states or create new states.

1. Click Add in the Add Workflow Template or Edit Workflow Template dialog box.

The Add State dialog box opens.

2. Select a state option.

  • Select Add new state and enter the state information to add a state to the workflow template and the global list of available states. See Adding workflow states.
  • Select Add existing states to add an existing state to the workflow template. All defined states are displayed. Select the state to add to the template. To select multiple states, Ctrl+click each state.

3. Click OK.

The state is added.