Workflow Rule Tab

The Workflow Rule tab is used to define the name of the rule and provide an option description for the rule which is used only as reference information in the wizard.

The Workflow Rule tab has two components:

Field	Description
Name	The name of the workflow rule. This name displays in the Workflow Rules List. This field is required
Description	Use this field to enter a description (optional) of the rule.

 

After you add, edit or remove a name or description, you must either click the Finish button to save your changes or Cancel button to discard your changes. If you try to select another classification or rule without clicking the Finish or Cancel button, you are prompted with a confirmation dialog that reads, "Do you want to save the current rule?" Select Yes to save your changes, No to discard them or Cancel to return to the rule.