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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.
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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.