Configuring Phases

1. From the Administrator Tools tab on the SmartSolve Portal Page, click Designer > Workflow Designer.
2. Create a new workflow or open an existing workflow.
3. Drag the Phase object from the Toolbox and drop it onto the canvas.
4. Left click on the Phase object.
   Result: The Properties panel for the highlighted phase is displayed.

5. Enter a Name for the phase.
6. Enter a Due Date for the phase (interval needed to apply for due date). See Configuring Formulas for additional information.
7. Enter a Description of the phase.
8. Check the Synchronize Entity checkbox if you wish to synchronize with the user defined Phase you have entered in the Name field above.

For On Entry and On Exit Properties see also Validation Rules and Actions.