When creating a reusable workflow template, the reusable workflow template can be associated to a specific content type.
To associate a reusable workflow template:
- Save the reusable workflow template: the Set Title & Description dialog will appear.
- In the Set Title & Description dialog the following options are available:
- Name: The name of the workflow when listed in the SharePoint Workflow Settings page.
- Description: The description of the workflow when listed in the SharePoint Workflow Settings page.
- Content Type: Select the Content Type that this reusable workflow template will be associated with. When selecting a specific content type, take note of the following:
- Associating it with a parent content type will make the reusable workflow template available to the child content types of the parent.
- Selecting a content type, will only allow fields that are associated to that content type to be available when configuring workflow actions.
- Best practice: To prevent lengthy content type evaluation when saving or publishing reusable workflow templates, avoid selecting “All” or “Item” for the content type. Instead, create a content type based on Item and then select the created content type when defining the reusable workflow template.