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Warning

We recommend that tenant admin users not create or edit workflows, nor have roles assigned to them. These users should restrict themselves to administrative tasks.

Start by clicking  Add Content and select Create a New Workflow on either the Projects Homepage or the Forms and Workflows home page inside a Project. If prompted, select a current Project or Create a New Project for your workflow. The new workflow will automatically open in the Workflow Designer.

A unique workflow name such as "Workflow 31" will be generated automatically. Customize this name in the Workflow Properties panel.
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The Workflow Designer has several components. Each is described below.Workflow Design Wizard will launch and guide you through creating the steps of your workflow. Once you have configured your steps in the wizard, you will be directed to the Workflow Designer to continue customizing your workflow.

The Workflow Designer components are described below.

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  • Click the Edit Workflow Properties icon on the Toolbar at the top of the workflow work area to access workflow properties for viewing/editing. Refer to Editing Workflow Properties for the details.
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  • When you click on a workflow step, a Properties Navigator panel for the workflow step, displays in the lower-left portion of the Workflow Designer. This panel shows information about important properties setup for this workflow step. Not all of the configured properties are shown in this view.
  • Clicking inside a section or clicking on the Edit Step Properties icon in a section of the Properties Navigator immediately displays the property tab for editing.

    Refer to Editing Step Properties for more information.

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