Code
Each Workflow Type requires a unique code of up to ten characters. A short but meaningful code is best.
Active?
Uncheck to prevent this Workflow Type being available to new records.
Description
Enter a description of the Workflow Type. This should be a description that easily identifies this Workflow Type.
Target
Define the target object for the Workflow. Currently only 'Accounts' supported.
Quote, Open, Closed
Define which of the Statuses are applicable to this Workflow Type. Eg. Uncheck Quote to only apply to Open and Closed Accounts.
Category
Optionally define the Category the Workflow is in. Eg. Overdue or Marketing.
Allow multiple 'Open' Workflows of this type?
Check to allow multiple Open workflows of the same category. If unchecked then only a single Workflow with a given category can be open for an Account at one time.
Notes
Optionally enter any notes applicable to the Workflow Type.