Add a Workflow Configuration

To add a new workflow configuration:

  1. In the object selector, select a workspace.
  2. In the sidebar, hover over Workflows and Forms, and select Workflow Configuration.
  3. On the Workflow Configuration page, select Add.
  4. In the Select Workflow step of the wizard, select a workflow, and then select Next.
  5. In the Configure Workflow step of the wizard, define the properties of the workflow and each workflow element.

    Select the name of the workflow design, each step, and each task to view and edit its properties.

    Select Show Diagram to view the workflow diagram alongside the list of steps and tasks.

  6. Select Save.

For more information on task configuration fields, see Workflow Configuration Wizard Fields.


Last Published Tuesday, May 21, 2024