The Defaults tab is used to turn workflow on or off and is used to select which business process is the default for each record type.
Navigation Path: Workflow>Setup>Workflow
Select Level
Select either System, Program, or Project. This will determine the level at which the workflow selected will apply.
*Note: workflow must be turned on at the System level before it will be available at the Program or Project level.
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Default Template
Select the appropriate workflow template for the Record Type.
*Note: If you do not see the template listed, the workflow has not been turned on at the System level.
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Save
Click to Save Changes to the System Records Default Workflows.
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