Defaults

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.

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.

Click to Save Changes to the System Records Default Workflows.