Creating a Workflow From an Object

Follow these steps to create a workflow based on an object.

Open the object to which you want to create a workflow.
In the Object menu, select Create Workflow.

The Create Workflow page opens, displaying all available templates for this object type. For example,
Select a template from the list, and then click Create. When the workflow is created, a status window appears. You can click View Workflow or Edit Workflow, otherwise, if you want to cancel, click Cancel.