Create a Workflow

To create a new workflow the parameters required are:  

• Year

• Period  

• One or more members of the approval dimension  

To create a new workflow: 

1. Click +New icon. 

2. Provide the following details in the left column: 
   a. Name
   b. Description (optional)
   c. Member names
   If the report or the storyboard linked to the workflow uses multiple source systems at a time, select the Members names that should be displayed in the workflow. For example, if the member name in one source is referred as Jan and in the other source is referred as January, you can select which name should be used to appear for the workflow.

3. Choose the Workflow Type.
   Selecting the Member names unlocks the fields to be filled out in the right column.

4. Choose the Period Type. 

5. Choose the Period Type to make appropriate Start Date settings. The following period types are available: 

   1. Recurring: Choose this type if this workflow occurs periodically.

   2. One-off: Choose this type for one time occurrence of a workflow.

6. Choose the Start Date.
   Selecting the month, specifies the start month for the workflow. The date is automatically defined according to the Workday specified under Tools>Application Settings>Workflows in the CXO Designer.  

7. Attach related reports and storyboards. 

8. Click Next. 

9. Click Yes on the confirmation message to continue.
   You will be directed to a new page to add the approval members and the steps required to complete the workflow. 

10. Click the Add/Edit icon to add the Approval Members.
    Although while creating a workflow only a single dimension value can be selected, there can be multiple Approval Members. See Notes.

11. Create the steps to be assigned to the individual owners with the details of the actions required to be completed for the workflow.

12. Define each step by providing the following details:
    a. Step Owner
    b. Due Workday
    c. Explanation of step (optional) 

13. Click Save.