Create a Workflow Design

To create a workflow design:

  1. Add a New Workflow Design
  2. Add a Task Step
    1. Add a Form Task to a Task Step
    2. Add a Sub-workflow Task to a Task Step
    3. Add an Update Field Task to a Task Step
    4. Add a Portfolio Refresh Task to a Task Step
    5. Add a Service Task to a Task Step
  3. Add a Manual Decision Step
  4. Add an Automatic Decision Step
  5. Delete a Workflow Step or a Connector Line
  6. Validate a Workflow Design
  7. Publish a Workflow Design