Create workflow template

Use a data entry workflow to design a workflow that is applied when data is entered.

1.	Go to Data entry workflow > Design > Data entry workflow templates.
2.	Click New.
3.	In the Name field, enter the name of the data entry workflow template.
4.	You can use Data entry workflow categories to group your workflow templates. For example, by functional area, like Sales or Product.
	In the Category field, enter or select a value.
5.	You can enter the version name for the first version of the data entry workflow template.
	In the Version name field, type a value.
6.	You can enter a comment for the first version of the data entry workflow template.
	In the Version comments field, type a value.
7.	You can define the company in which the workflow must be run. If you: Do not define a target company, you can start the workflow from any company. The workflow is run in the company from which it is started. Define a target company, you can start the workflow from any company. The workflow is run in the target company.
	In the Target company account field, type a value.
8.	If you define a target company, you can start a data entry workflow from any company. If you start a workflow from another than the target company, you can have a message shown. The message indicates that the workflow is run in another company than where you start it from.
	Select Yes in the Show confirmation field.
9.	Click Save and open.
10.	Close the page.

Related to	Notes
Design data entry workflow templates

Create workflow template Application task