Setting up a new workflow

The first step in setting up a workflow is to create the workflow instance, or the primary action of the workflow. Then you design and create the process with the properly ordered actions. You either set the properties and attributes for actions as you place them on the canvas, or you can wait until you've finished laying out the entire process.

After completing the workflow layout, you need to either create a form to trigger it or assign an event listener to the workflow, as well as any field mappings, if applicable.

To set up a new workflow
  1. In the navigation pane, click the Process tab and open the Workflows panel.
  2. Right-click Workflows (or the folder where you want the new workflow to reside) and click New folder.
  3. Type a name for the folder and press Enter.
  4. Right-click the new folder and click New workflow.
  5. Type a name for the new workflow and press Enter.
  6. Double-click the new workflow to display its editing canvas.
  7. From the Actions toolbox, drag and drop the first action onto the canvas.
  8. Click, drag, and release to draw an arrow from the workflow icon to the first action.
  9. Drag any subsequent actions onto the canvas.
  10. Draw arrows between each action to define their order in the workflow.
  11. Click on each action and set its corresponding properties in the Properties toolbox. See Adding workflow participants.
  12. When you are finished defining the workflow, click Save on the toolbar.