Working with workflows

- In this video we'll create our custom workflow.…I like to start by sketching out the workflow…I'm going to create.…In the two previous videos in this chapter…we created some custom fields and custom screens…for our new workflow.…First, we'll need to start with our workflow steps.…Let me show you my sketch.…For this purchase requisition example,…I have five steps.…Purchase Request,…Approval,…Order Placed,…Recieved,…and Close Request.…

Next I'll need to add in my transitions.…I like to walk through the work flow…from start to finish to determine…how my transitions should move.…So let's start at the top.…First an employee creates a request.…Next, the request will need to be approved.…Remember that transitions only go one way…so you'll need to add arrows in both directions…so that the purchase request can transition…to budget approval and if necessary…transition back to purchase request…if changes need to be made.…If the request is approved,…a transition should move it to the Ordered state.…

If there's a problem with the order,…