How do I import a new workflow?

For importing a workflow, you need to click on the Workflow Templates from the left side menu.

Select the category and then choose the workflow template you wish to use. Click on the “Use this Workflow” button to import the workflow. Now, the imported workflow is ready for use.

To start using the workflow, you need to click on the “Start Using your Workflow” button.

By default, the Admin role will be set as the Approver for all stage in this workflow. You (Admin) will be able to initiate a new request and also review the initiated request in all stages.

NOTE: If you wish to make changes to the imported workflow, you may do so by selecting the “Workflow Setup” menu option on the left side panel and selecting the Workflow. You will be able to insert new stages, use the form designer to add/edit fields, and also add additional rules for routing or other actions. 

The flowchart view of the published process can also be viewed via the Workflow Setup menu option.

Go to Workflow Setup->Click the published Workflow->Select Preview Icon.