Designing/Modifying a Workflow

To design a new workflow:
  1. On the Workflow inventory page, click Design.

  2. Enter the workflow Name and Description.

  3. Select the Category and Subcategory.
    Note: These fields are not mandatory.
  4. Click Save.
  5. Drag and drop tasks from the folders in the menu on the left to design workflows from scratch.
    Note: For more information on the Workflow Tasks, click here. For more information on getting started quickly with building workflows, click here.
  6. To modify a workflow, first ensure that the workflow is disabled.
    Note: For more information on disabling a workflow, click here.
  7. Click on the workflow to modify it.
    The workflow opens in the design workspace. You can now modify workflow tasks as per your requirement.