Common Components Help

AEF Help

Creating a Route: Basic Information Only

This section contains instructions for creating a route and entering only basic information for it. You must define content, member access, and tasks before you can start the route. For instructions on using the Route wizard to define all components of the route when you create it, see Creating a Route: All Route Information.

To create a route by entering only basic information

1. From the global toolbar, click My Desk>Routes>Create Route.

Or

Access the list of routes for a particular object and click Create Route from the Actions menu on the Routes page. For details, see Listing Routes.

The Create New Route page opens.

2. Enter the Name you want to use for the new route.

Or

Check Autoname to have the system assign a name. When a route is autonamed, the system assigns a prefix and a sequential number for the name, such as R-000305.

3. If this is a sub-route that you are creating to complete another route's task, use the Visible to Parent Route Owner options to choose whether you want the sub-route to be shown to people who can access the parent route. This includes the parent route owner, all members of the parent route, and Workspace Leads (if Team Central is installed).
• If you don't want others to see the sub-route, choose No.
• If you want others to see the sub-route, choose Yes.

These options are not shown unless the route is a sub-route.

4. Use the Template box to specify a template on which to base the route. After creating a route, you cannot change the template it is based on. See Consequences of Creating a Route Based on a Route Template. If you don't want to use a template, proceed to Step 5. To specify a template:
1. Click .
2. From the Find Route Template page, enter search criteria. The search is limited to route templates that you saved (User) or that your Company Representative saved for the company (Enterprise). For Company Representatives, the list includes all route templates created by employees of your company.

Name--To search for templates by name, enter the name of the template or enter part of it and use the wildcard *. The search is case sensitive. If you don't want to search by name, leave the * in the box.

Availability--Choose Enterprise or User to limit the search based on the route template availability. If you don't want to limit the search by availability, choose *. Only Company Representatives can create Enterprise-level route templates.

3. Click Find.
4. From the Select Route Template page, choose the template you want.
5. Click Done.
5. Enter a Description that indicates the route's purpose.

If you are basing the route on an existing template, the description is already entered. You can edit it as needed.

6. Select the Route Base Purpose, which determines the kind of tasks included in the route.
• Standard--The route can include tasks that require the assignee's approval or comment or tasks intended only for notification or information.
• Approval--The route includes only tasks that require the assignee's approval.
• Review--The route includes only tasks that require the assignee's comment.
7. Choose the route's Scope: All or Organization. If Team Central is installed, you can click to choose a specific workspace or folder, or if Program Central is installed, a project space. For details, see Determining a Route's Scope.
8. Select a Route Completion Action, which determines the events that will occur when the route is complete:
• Notify Route Owner--When the route is complete (all tasks are completed), the system sends a notification to the route owner.
• Promote Connected Object--This option is for routes with content for which the route owner has defined lifecycle block states. If this option is selected, the system automatically promotes the object when the route is completed, assuming no other routes or requirements are blocking promotion. The route owner is also notified of the route completion.
9. Click Done.

The category list and Properties page for the new route opens. Before starting the route, you must add content (if any), add members and assign accesses, and define tasks using these procedures:

• Defining Content for a Route
• Adding and Removing Route Members and Defining Access
• Defining the Tasks in a Route

Then, when you're ready to start the route, follow the instructions in Starting a Route.