Add a New Workflow Design

You can add a new workflow design with the Workflow Design Editor. After that, you can add steps, tasks, and relationships between steps.

To add a new workflow design:

In the object selector, select a workspace.
In the sidebar, hover over  Workflows and Forms, and select Workflow Design.
On the Workflow Design page, select  Add to open a new workflow in the Workflow Design Editor.
In the Workflow area, enter the Name of the workflow and a Description of the workflow.
In the Sharing Method list, specify how the data is shared between parent and child workspaces:
- Manual: The data can be pulled down by child workspaces individually, using the Assign button in each child workspace. This is the default option.
- Automatic: The data is pushed down to child workspaces automatically.
Select Save.