Designing a Workflow

The Design section in the Workflow studio allows you to create a new workflow or modify an existing workflow. 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).

To design a new workflow:

  1. Go to the Workflow page.
  2. On the Workflow page (Card view), click Create New.
    Tip:
    When the Workflow inventory page is in List View, you can click (Add) icon in the command bar to design a new workflow.
  3. In the workflow design space, enter or select the requested field information.

    Table 1. Field descriptions for workflow design space
    Field Description
    *Name Enter a name for the workflow.
    Description Enter a description for the workflow.
    Category Select a category from the options displayed in the dropdown.
    Note:
    You can create a new category by clicking (Add) icon.
    Subcategory Select a subcategory from the options displayed in the dropdown.
    Note:
    You can create a new subcategory by clicking (Add) icon.
    * : Mandatory fields
  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 getting started quickly with building workflows, click here.