Create Sequence and Reference

Use Create Sequence and Reference to create a sequence for an application and a reference for the sequence.. You can also associate a workflow with the application if your administrator enables the workflow.

This procedure is applicable for the default Create Sequence and Reference form without applied overrides.
To create a sequence and reference:
  1. For Business Process, select Question from Health Authority.
  2. For Business Process Type, select Create Sequence and Reference.
  3. Select a product.
    • Only products that you have permission for are displayed.
    • The Product field can be auto-populated. See Sequence and Reference Workflow Form Attributes.
    • For more details on selecting a product, see Select a Product.
  4. Select a Country.
    • The Country field is enabled after you select a product.
    • The Country field can be auto-populated. See Sequence and Reference Workflow Form Attributes.
  5. Select an Application.
    • The Application field is enabled after you select a country and a product.
    • Only the applications that are associated with the selected product and country are displayed.
    • The Application field can be auto-populated. See Sequence and Reference Workflow Form Attributes
    The Create Submission and Create Reference fields are enabled after you select a product, a country, and an application.
  6. Under Create Sequence, do the following:
    1. Enter the Sequence Name.
    2. Select the Filing Type.
    3. If necessary, select the Related Sequence.
    4. If necessary, enter the Sequence Description.
  7. Under Create Reference, do the following:
    1. Enter the Reference Name.
    2. Select the Reference Type.
    3. Select the Reference Status.
    4. Enter the Reference Link.
  8. Enter recipient names in the Add Notification Recipients field and select contacts.
    • The Add Notification Recipients field displays Outlook and Organization directory contacts only.
    • If the recipient is not in your Outlook or Organization directory, enter the email address of the recipient.
    • You can add multiple notification recipients.
    • You receive a copy of the notification.
  9. Attach files for the notification, if required. The attached files are sent with the notification. Options:
    Option Description
    Browse Files Attach files from your system folder or group documents library.
    Attach from Email Add attachments from the email where you launched the Add-in. Select the file, or click Select All to select all the attached files, and Save
    Note: Attach from Email is enabled only if your current email has a supported file type attached. See Sequence Workflow Form Attributes.
    Click the icon next to the file you want to remove from the attachment list.
  10. Submit and Notify.
    A popup appears for the successful form submission. An email notification is sent to you and the other recipients entered on the form. The notification contains the hyperlinks to the initiated activity
    Note: If the combination of the fields Product, Country, Application, and Submission Filling Type is not unique, the Confirm Submission dialog window indicates that the data was submitted previously. Move to next step. Do one of the following:
  11. Do one of the following:
    Action Description
    Click Submit to submit the form
    Click Cancel to change the values of the fields