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The Workflow Design Wizard lets designers quickly designate their workflow pattern and routing by providing default controls, rules and assignments that can give you a functional workflow in moments. Here's how it works:

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.

Create a Workflow from Projects Homepage

  1. Select Create a New Workflow from the  Add Content menu.
  2. Choose to Add to a New Project or Add to Existing Project. Follow prompts to name or select the project.


Create a New Workflow from within a Project

Select Create a New Workflow from the  Add Content menu.

Name your Workflow

Give you workflow a meaningful name and description. Remember that the Search feature will find results in names and descriptions, so using keywords here can help you find this workflow later. Then click Next.

Build Your Workflow by Adding and Configuring Steps

The first step will initially be present and named “Step 1” with a step type of “Create New Form”. The first step’s type can be either “Create New Form” or one of the existing forms. It cannot be an approval step. The first step will not have an assignment. Also the first step is fixed and cannot be deleted nor moved up or down (it is always first).

  • If you are planning to use an assignment on the first step, you can configure this later. 
  • If you are an experience designer and prefer to build within the Workflow Designer, you can select Finish at this time to enter the Workflow Designer. You may choose to delete the step, the default controls within the step, and/or the default business rules and create your own, or keep them and modify for your business requirements. 

Additional steps are added using the blue plus icon. Added steps are assigned unique default names in sequence (step 2, step 3, etc.). The additional steps are also defaulted to step type: “Approval Step”, assignment type: “To an Email Address” and assign to as the current user’s email address. Additional steps may be moved up and down as needed to re-order and they may be removed.





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