Create a workflow category

Important

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When you create a workflow type, you must assign it to a workflow category. The workflow category determines whether the workflow type is available in a specific module. If an appropriate workflow category doesn't already exist, you must create it.

For example, a workflow type for a customer invoice should not be available in the Master planning module. To make the workflow type available only in the Customer module, select the Customer module when you create a workflow category.

This article describes how to create a workflow category.

Create a workflow category

1. In Application Explorer, expand the Business Process and Workflow node.

2. Follow one of these steps to create the workflow category:

   • Right-click the Workflow Categories node, and then select New Workflow Category. A new workflow category group appears under the Workflow Categories node. Right-click the new workflow category, and then select Properties.
   • On the Project menu, select Add new item. In the Add new item dialog box, select Workflow category. Enter a name for the category, and then select Create.

3. On the Properties sheet, set the following properties, as required.

   Property	Value
   Name	Specify the name that is used to reference the workflow category.
   Label	Specify the label that is used for the workflow category in the user interface (UI).
   Help Text	Specify the description that is shown for the workflow category in the workflow configuration UI.
   Module	Specify the module that the workflow will be available in. The default module is Ledger.

After you create a workflow category, a workflow type can be bound to it. Typically, the Workflow wizard completes this step. However, the following procedure explains how to manually bind a workflow type to a workflow category.

Bind a workflow type to a workflow category

1. In Application Explorer, expand the Business Process and Workflow node, and then expand the Workflow Types node.
2. Right-click the workflow type that you want to bind to a workflow category, and then select Properties.
3. On the Properties sheet, set the Category property to the workflow category that you created in the previous procedure.

See also

Create a workflow type

Create a new workflow type