Adding the Final Review Manual Decision Step
Note: This topic is part of the Creating a Project Proposal Approval Workflow: Example series.
The Final Review step requires a user to approve or reject the proposal.
To add the Final Review manual decision step:
- In the Workflow Design toolbar, select the Add a manual decision step icon and drag it onto the workflow design canvas.
- Position the new step below the Collect More Information step icon and to the right of the Approve Proposal step icon.
- In the Manual Decision area, in the Name field, enter Final Review.
- In the Description text area, enter Final review of the proposal.
- In the Task Name field, enter Final Review Decision.
- In the Instructions text area, enter Review this proposal, and then mark it Approved or Rejected.
- In the Decision Question field, enter Do you want to Approve or Reject this proposal?
- In the Collect More Information task step icon, select Draw connector line.
- Select the Final Review manual decision step.
- Select Save.
Last Published Wednesday, October 16, 2024