How do I create a new workflow?
In the Add workflow page, click on the Create Workflow to create your custom workflow. Following are the two steps involved in creating a brand new workflow:
- Design Form – Start designing your form by naming your workflow. A form contains multiple sections and each section can have a number of fields. Create a new section by clicking the Add Section button and selecting the Section Type. You can drag and drop fields from the toolbox into a section. You can update the field name, data type and field type by clicking the pencil icon on each field. You can save your workflow as a draft if you have not completed the design. Saved workflows can be accessed from the My Workflows tab page.
- Create flow – A workflow consists of multiple stages. Initiator is the user that initiates a request and when submitted, the request moves to the next stages of approval. Click on the Add Process Stage button to add a new stage. Connect two stages by clicking on the connector icon on one stage and dragging the mouse to the next stage. The connector line can be clicked to define the rules for a request to move from one stage to another. Click on the pencil icon on a process stage to edit the stage attributes and reviewers. If you want to send your request to multiple stages, click on the parallel icon to define parallel stages. You may auto align the flow to make it readable by clicking the auto-align icons at the top. If your workflow is complete, click on the publish icon to publish the workflow. This will create the necessary backend infrastructure to get your workflow ready for use.
Note: After the workflow is published, all changes to the workflow such as form designer, inserting new stages, additional rules have to be done in the Admin -> Workflows.