Use workflow rules to create field relationships

a

Click Template and click Add.

In the Add New Template dialog box:

• In the Template Name box, type "Set Functional Area".
• In the Template Description box, type a description of the template.
• Select the Possible Values check box.
• Click OK.

In the list of templates and rules, click the new template.

means that the template is still undefined.

e

Under Conditions, click . Then click the Field box three times and click Type.

Note The Field list contains only single-choice lists fields, because workflow conditions use only single-choice list fields.

f

Under Possible Values, click . Then click the Field box three times and click Functional Area.

Note The Field list contains only single-choice lists fields, because workflow rules apply only to single-choice list fields.

Your template should now look like this:

In the Template list, note that is now displayed beside the Set Functional Area template.