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Log in as a designer user. You may Create a New Workflow from the Projects Home page or from the Forms & Workflows Home page within a project.
Watch the Video
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Create a New Workflow from Projects Homepage
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Simply click Finish when you are done adding and configuring your steps. You will be redirected to the Workflow Designer where you can further customize your workflow and steps. See how it works in this short video!
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Custom Messages
The Workflow Design Wizard will also automatically customize the Task Information, History, and Pending messages and Task Notification based on the type of step and assignment you chose.
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The Task Notification Email Subject is set to either “(Approval | Further Processing) needed for {flow.name}” depending on if an approval step or non-approval step. The Task Notification email message is set based on the assignment.
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to “(Your approval | Further Processing) is needed for a {flow.name} .<br/><br/>You can access
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your task for the {flow.name} by clicking <a href=\\"'{task.perform.url}' ">this link</a>.”
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Error Message
The Workflow Design Wizard will also place a default error message with the CSS Class f-submit-error on any new form it creates. This will automatically appear if the user attempts to submit the form with validation errors, and will disappear as soon as those errors are corrected.
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