Create My First Workflow

What are we going to build?

In just a few minutes, we're going to create our first approval workflow. We'll create a 3-step Purchase Order workflow that routes from Employee → Manager → Finance for signatures and approvals for a PO. Follow these step by step instructions (each step is very quick) to:

1. Generate a fully functional workflow using the Workflow Wizard.
2. Explore the Guided Designer.
3. Try out the generated workflow.