Add a Workflow

Important: Updated Content Available: As part of our ongoing initiative to consolidate our documentation with up-to-date use cases, this page is being transitioned. The latest content is available in Workflow Manager. We recommend that you update your bookmarks accordingly.

You can create a workflow to help resources visualize the flow of steps of an activity.

  1. Click Configuration > Workflow Manager.
  2. Click the plus icon (Add new button) in the left pane.
  3. In the Add workflow dialog box, type a label for the workflow, in the Workflow label field.
  4. In the English field, type a name for the workflow in the English language.
  5. Add the name for the workflow in the other required language fields.
  6. Click Add.
    The workflow is saved. All new flows are set as Inactive by default. This means that they are not available for resources until you change their status to Active. You can create a workflow and set it to Active right away, but the best practice is to review the workflow thoroughly, check its configuration, and only then enable it.