Defining an end stage

1. Click Open Administration menu > Solution Configuration > Workflows.
2. Click in the toolbar and drag it to the canvas.
3. In the New Stage window, give the stage a Name and click Create.

   This is an internal name and it cannot be changed later. In the next step, you can define a label for the stage.

   Allowed characters are A-Z, a-z, 0-9, underscore, hyphen, and spaces. Special characters are not allowed.

   Maximum length is 40 characters. Keep the stage names short.

4. Enter a Label for the stage.

   Allowed characters are A-Z, a-z, 0-9, underscore, hyphen, and spaces. Special characters are not allowed.

   The label is populated to all languages.

   If the workflow is used in multiple locales, enter a stage label for each language.

   If it is displayed, click to populate translated values to languages. For more information, see Translation services.

   Maximum length is 40 characters.

   Keep the stage labels short, for example, In Progress, In Review, In Approval, and Closed. Stage labels are displayed in the workflow information card.

5. For the Type, choose End.

In End Stage Notifications, designate who receives an email notification when the workflow ends.

You can also customize the templates for email notifications. For more information, see Customizing email notification templates in workflows.

6. Add other users who receive email notifications.
   1. Click Add User.
      You can assign to:

      • Users or groups
      • A field in the current object
      • A field in a related object
        • Select Direct Child, Direct Parent, Ancestor, or Descendant in Relationship Type.
        • Select an object type in Related Object Type.
        • Select a path in Relationship Paths (displays only if Relationship Type is Ancestor or Descendant).
        • Select a field in Related Object Field.
        • Add Filter By conditions (optional).
        • Set Primary Parent Only (displays only if Relationship Type is Direct Parent or Ancestor) (optional).

        You can optionally add Filter By conditions and set Advanced Logic.

      • A field in a preference object

        You can optionally add Filter By conditions and set Advanced Logic.

      The panel changes depending on your selection.

   2. Complete the panel.
   3. Click Done.

In Operations click New Operation to define an operation that executes when the workflow ends. The only operation that is available is to start a workflow.

7. In Operation choose start a workflow. When the current workflow ends, another workflow immediately begins for the same object.
8. Provide a Name for the operation.
9. Optional: You can define one or more conditions.
   For more information, see Defining conditions.
10. Target Objects defaults to Self and cannot be changed.
11. In Workflow enter the name of the workflow to start. The workflow must be for the same object type as the workflow that is ending. It must be published.
12. Click Done.