3.4 Using the Workflow in a Folder

The following procedure shows you how to set up a folder to use this workflow with a custom entry (see Using Custom Entries).

  1. In Novell Teaming, go to the PTO Requests folder in Human Resources.

  2. Select the Manage > Configure menu item.

    Manage menu

  3. Under Allowed Views, select the Discussion folder viewed as a table and Discussion folder viewed as a list options, deselect any others, then click Apply.

    Allowed views

  4. Under Default view, select the Discussion folder viewed as a list option, then click Apply.

    Default view

  5. Under Default entry types, select the Time Off entry type, deselect any others, then click Apply.

    Default entry types

  6. Under Allowed Workflows, select the PTO Request option.

    Allowed workflows

  7. Click Apply

  8. Under Workflow associations, select PTO Request from the Time Off drop-down list, then click Apply.

    Workflow associations

    A drop-down list appears for each Default entry type you select. When you use a drop-down list to select a workflow process, that process begins automatically whenever a user creates an entry of that type.

  9. Click Close.

    Users can now only enter Time Off entries in this folder, which automatically triggers the PTO Request workflow process.