Desktop Workflows Insert Tab
The Insert tab lets you add components to your flow diagram, either one at a time or in predefined workflow templates.
| Group/Button | Description |
|---|---|
| Template | The buttons in this group let you select a predefined
flow template to apply to your desktop workflow. See Apply a Workflow Template. Caution: When you add a template, any content you previously
added is deleted from the canvas. |
| New vs. Edit | Hover over this button to see a preview of the New vs. Edit workflow template. Click the button to add the template to the canvas. See New vs. Edit Workflow Template. |
| Add Task | Hover over this button to see a preview of the Add Task workflow template. Click the button to add the template to the canvas. See Add Task Workflow Template. |
| Copy Incident | Hover over this button to see a preview of the Copy Incident workflow template. Click the button to add the template to the canvas. See Copy Incident Workflow Template. |
| Create Contact | Hover over this button to see a preview of the Create Contact workflow template. Click the button to add the template to the canvas. See Create Contact Workflow Template. |
| Elements | The buttons in this group let you select elements
to add to your flow diagram. For a description of available elements,
see How You Design a Flow Diagram. Elements can also be accessed from the Home tab. |