Building the Custom Employee Change Request Workflow
Create the workflow definition and define the basic workflow properties and the workflow initiation properties. The workflow initiates after a manager creates an employee change request.
To create the workflow definition and define when the workflow initiates:
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Go to Customization > Workflow > Workflows.
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Click New Workflow.
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Set the following in the Basic Information field group:
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In the Name field, enter a name for your workflow, such as Employee Change Request Workflow.
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In the Record Type list, select Employee Change Request.
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In the Release Status list, select Testing.
Note:Set Release Status to Testing until it is ready for production. When your workflow is ready for production, you can set it to Released.
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In the Keep Instance and History list, select Only When Testing.
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Check the Enable Logging box.
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In the Initiation field group, choose Event Based.
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In the Event Definition field group, check the On Create box.
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Click Save.
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To continue with the Employee Change Request workflow, go to Creating States for the Employee Change Request Workflow.