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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
- Select Create a New Workflow from the
Add Content menu.
- Choose to Add to a New Project or Add to Existing Project. Follow prompts to name or select the project.
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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.
Task Information
The Task Information message is set to either “{flow.name} requires (approval | processing)” depending on if an approval step or non-approval step.
History Message
The History Message is set to either “{flow.name} (approved | processed) by {subject.first.name} {subject.last.name}” depending on if an approval step or non-approval step.
Pending Message
The Pending Message is only set if the following step is assigned.
Assigned to email: Set to “The {flow.name} was sent to <email> for (approval | processing). An email notification has been sent.” depending on if an approval step or non-approval step.
Assigned to user: Set to “The {flow.name} was sent to user: <user> for (approval | processing). An email notification has been sent.” depending on if an approval step or non-approval step.
Assigned to roles: Set to “The {flow.name} was sent to role(s): <abbreviated_list_of_roles...> for (approval | processing). An email notification has been sent.” depending on if an approval step or non-approval step.
No assignment: Set to “The {flow.name} request was submitted for (approval | processing).” depending on if an approval step or non-approval step.
Task Notification Email
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 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>.”
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.