Defaults

The Defaults tab is used to turn workflow on or off and is used to select which business process is the default for each record type.
 
Navigation Path:  Workflow>Setup>Workflow
Defaults
 
1

Select Level

Select either System, Program, or Project. This will determine the level at which the workflow selected will apply.
*Note: workflow must be turned on at the System level before it will be available at the Program or Project level.
2

Default Template

Select the appropriate workflow template for the Record Type. 
*Note: If you do not see the template listed, the workflow has not been turned on at the System level.
3

Save

Click to Save Changes to the System Records Default Workflows.
 
Note: At program and project level you can assign a system level workflow by selecting the business process, use the level field drop down select system and for BPM it should say use system default.
 
 
 

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