Step 1: Accessing the Workflow Wizard

To access the Workflow Wizard, where you can design new workflows or edit existing ones:

1. From the Setup drop-down list, select Workflows. The navigation pane displays the list of workflows.
2. Click New and select Workflow to open the New Workflow Wizard.
   • The Enable/Disable options available from the Setup, Workflow tab are disabled. To disable or enable a workflow, you must use the Enable/Disable options on the General step of the Workflow Wizard.
   • Be aware that you cannot remove a category or version that is included in a workflow until you remove the category or version from the workflow in which it is included.
   • You cannot use the Remove function on the toolbar to remove a workflow that is currently running or a workflow that is embedded in another workflow or alert.