For example, suppose you want to make a new methodology available to users
or add a new phase to an existing methodology. You would need to follow these
- In the
web app, click
Design. If a sandbox is not available, then create
- Add the new workflow data.
Depending on the data you want to add, update any existing data fields or
templates related to the new workflow data. For example:
- If you create a new
methodology, be sure to create a new project template to associate it with. Go
Create a project template.
- If you add a new phase to
a methodology, add the new phase to the current phase list field. Go to
Create global data fields.
- In the sandbox, click
Data Linking, click
Link workflow data.
- Link the new workflow data
with the field or list field value that you want to associate it with.
- When you are done making
changes in the sandbox and you are satisfied with how they will be applied in
the live site, click
For a detailed example of how to link workflow data, go to
Link a new workflow phase.