General Tab

On the General tab of the Workflow Properties dialog box, you specify a workflow name and description and identify the process type.

Admins can create workflows using Entra ID users/groups. Entra users can be assigned as approvers and are enabled to perform approval actions, such as approving or rejecting incoming requests.

Workflow Properties Dialog Box / General Tab

The General tab of the Workflow Properties dialog box includes the following properties:

Property	Description
Workflow Name	Friendly name of the workflow (e.g. Finance Workflow, Engineering Application workflow, Expensive Software workflow).
Workflow Description	Provide details about the workflow and its use.
Process Type	Select one of the following: Linear—The approval process functions in a linear fashion. Each approver must approve the request in order as defined in each workflow step. Pool—Anyone in any workflow step can approve the request. It takes only one approver to approve the request. All approvers will be notified of the request. Pool within Group—This option will allow anyone within a workflow to approve the request before it is forwarded to the next workflow step.
Allow requester to define workflow	Enables the requester to change who the members of the workflow step are.