To configure workflow for a template
To configure the workflow for a project template, you create the template, specify the roles, and then create the workflow.
1.
Select Settings > Marketing Operations Settings.
2.
Click Template Configuration.
3.
Under Project Templates, click Add Template.
4.
Complete the fields in the Template Properties form and click Save changes.
5.
Use the Project Roles tab to specify the roles of the participants and click Save changes.
6.
Select the Workflow tab and click Edit.
7.
Add the appropriate people tasks, approval tasks,and stages.
If you need help with this step, see the workflow chapter in the IBM® Unica® Marketing Operations User Guide.
Remember to save frequently.
8.
When the workflow is complete, click Save and Finish. The tab returns to view mode.
9.
If you added any approval tasks, click the approval row and use the Setup Approval form to configure the approval. (You can configure the approval only when the Workflow tab is in view mode.)
10.
Optionally, click the flowchart button to display the workflow as a process flowchart.
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