Configuring a workflow

Planning steps that you have created, and submitted to workflow, are not available until they are associated with a configuration set, application, version, and entity.

  1. Click the Home icon.
  2. Select Business Configuration > Configuration Set-specific Settings > Workflow Configuration.
  3. Select a configuration set.
  4. Select the application to which the planning steps relate.
  5. Select the Entity and Version to which the planning steps relate.
  6. Select the types of workflow that are required to complete the step.
    Planning workflow is automatically selected for Finance steps. And for applications that are based on Designer, planning workflow is automatically selected for Sales steps.