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Workshop 6.2: Creating a Change Control ... > Part 2: Customizing the Three-State ...

Part 2: Customizing the Three-State Workflow

Now that you have created the change request custom list, let’s automate the change request process by adding the three-state workflow:

  1. Access the Change Request list, and select List Tools, List?List Settings.

  2. In the “Permissions and Management” column, select Workflow Settings (see Figure 6-24).

    Accessing Workflow Settings

    Figure 6-24. Accessing Workflow Settings

  3. Click the “Add a Workflow” link.

  4. The “Add a Workflow” page will be displayed (Figure 6-25). Select “Three-state” as the workflow template. In the Name field, enter Change Request Process.

    Adding a workflow

    Figure 6-25. Adding a workflow

  5. In the Start Options section, ensure that the only enabled option is “Start this workflow when a new item is created”.


  

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