Workflow Design Editor

Create and edit workflow steps, tasks, and relationships between steps with the Workflow Design Editor.

Create a Workflow Design

Edit a Workflow Design

Add a New Workflow Design -

Add a Task Step

Add a Form Task to a Task Step

Add a Sub-workflow Task to a Task Step

Add an Update Field Task to a Task Step

Add a Manual Decision Step

Add an Automatic Decision Step

Delete a Workflow Step or a Connector Line

Validate a Workflow Design

Workflow Design Overview

Workflow Configuration Overview -

Workflow Settings Fields

Task Step Options Fields

Manual Decision Options Fields

Automatic Decision Options Fields