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The Workflow Designer editing mode provides a canvas for you to build, design and configure your workflow steps. This guide will explain how to add and modify steps in your workflow. Please refer to the Designing Forms chapters for additional details about designing the forms in your workflow.

Warning

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.

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titleWorkflow Designer

Workflow Step Types & Design

Working with Steps

Preconditions

Email & Webhook

Workflow Step Properties

Guided Designer Navigation Toolbar

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