Design

This feature allows you to create a new workflow or modify an existing flow. The canvas is a placeholder to drag and drop tasks, to define custom logic, and stitch together an automation workflow.

The following options are available when designing a new workflow:

• Provision to design a new workflow and assign a category and a sub category.
• Provision to search and view the inventory of tasks by category
• Provision to drag and drop in-built, custom tasks to design a workflow
• Provision to clone existing tasks and use them in a workflow
• Provision to delete tasks
• Provision to link and update existing links and connect tasks within a workflow
• Provision to validate a workflow for errors
• Provision to assign a workflow to user role(s)
• Provision to enable or disable a workflow
• Provision to bookmark workflow task(s)
• Provision to preview a workflow task
• Provision to preview a workflow/nested workflow
• Provision to reuse and/or import workflow and workflow task(s)