How do I import a new workflow?

To import a workflow click on the Add workflow item (red button ‘+‘) from the left menu. From the workflow library, choose the workflow you want to automate and click on Use This Template.

use template1

The imported workflow is ready to use

  • Click on initiate to create a new request. Fill in the form and submit for approvals.
  • Click on customize to configure the settings of your workflows in the control center.
  • Click on the dashboard to view the notifications and track the status of your workflows.

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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 Control Center.

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