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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.
Image Removed 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. Image Added |