To set up a projectList, On-demand Campaign, or Corporate Campaign template
that includes workflow data, you create the template, specify team
member roles, and then edit the Workflow tab.
About this task
If you are using Marketing
Operations version 10.0.0.2 and the integration with Workflow Services is configured, you can use
the Advanced Workflow capabilities for workflows.
Procedure
- Select Settings > Marketing OperationsDistributed Marketing Settings.
- Click Templates.
- Click Add Template (
) and select a template type.
- Locate the project template section and
click Add Template.
- Complete the fields in the Template Properties form
and click Save Changes.
- On the Project RolesPeople tab, specify participant roles
then click Save Changes.
-
Select the Workflow tab and click Edit (
).
-
Select Enable for Advanced Workflow execution to enable Advanced
Workflow capabilities.
- Add system and user tasksworkflow and approval tasks and organize them
into stages.
- Edit task dependencies, define task scheduling and duration,
and enter other values to supply when users create instances from
this template.
For more information, see
the
Marketing Operations User's Guide.
Remember to save frequently
while you work.
- When the workflow is complete, click Save and
Finish. The tab returns to view mode.
- If your organization maintains
a predefined list of reasons for denying an approval, specify the
reasons that apply to this template.
- To configure more information for each task, click the
task name when the Workflow tab is in view mode.
For approval tasks, you can configure approvers.
For workflow tasks, you can configure whether users can add attachments.
For list review tasks, you can configure the
list display.
- Click the View as a Process
Flowchart icon to display the workflow as a process flowchart.
