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Log in as a designer user. Create a New Workflow from the Projects Home page or from the Forms & Workflows Home page within a project.
Watch the Video
Play this 2-minute video to learn how easy it is to use the Workflow Design Wizard!
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Create a New Workflow from Projects Homepage
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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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If assignment is to either role or user or none: Set Task Notification email message to either “(Your approval | Further Processing) is needed for a {flow.name} .<br/><br/>You can access the {flow.name} via <a href="{task.list.url}">your task list</a>.” depending on if an approval step or non-approval step.
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to “(Your approval | Further Processing) is needed for a {flow.name} .<br/><br/>You can access 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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