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

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.

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.

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.