Creating the Workflow

A workflow illustrates each step of the process. The Workflow Designer helps you create the process and add details to each step such as the actions that will allow the process to move to each subsequent step, the actors in each step, notifying parties if any, and you are also able to assign layouts to each step during the process of creating the workflow.

Creating a workflow is a multiphase process. Each phase of the process can be saved and edited later on, or you may choose to add the workflow and perform all the workflow design steps all at once. For the purpose of this user assistance guide, the phases of this process are presented as separate tasks. Each procedure picks up where the previous one left off.

The following are the tasks included in creating a workflow:

  1. Add New Workflows
  2. Add Read-only Process Subjects
  3. Design Workflows
  4. Edit Steps
  5. Add Actions
  6. Add Data Field Assignments
  7. Add Escalation Rules
  8. Connect Steps in the Workflow
  9. Spawn Processes
  10. Complete Workflows