Associating a Workflow to an Object
- Open the object to which you want to associate a workflow.
- From the Object menu, select Edit.
- Expand the Work Orders topic.
- Click Add. The Pick Workflows dialog appears. For example,
- To make the object the subject of the objects that you specify, select Set as owner.
- Select how you want to find the workflow(s) that you want to add, by selecting one of the following options: Enter names and numbers, Select objects from Basket, or Use the search.
- If you want to close the dialog after choosing your objects, select Close this window after picking.
- When you are finished, click Relate. The workflow is related to the object.
- When you are finished, click Save.