What is the Workflow Configuration Tab?
Now that workflows are enabled for your role, you can begin automating tasks that were previously completed manually, such as approving documents, sending eNotifications, and updating data as changes occur. You’ll start by using the Configuration tab in the New Workflow or Manage Workflow page to define each workflow’s settings.
Create a New Workflow
Step 1: Hover over the Configuration > click Workflows from the drop-down.
Step 2: To create or edit a workflow:
- Select New to create a workflow from scratch.
- Click the edit icon at the far left of a workflow row to open the Manage Workflow page and modify an existing workflow.
Step 3: Enter the required information into each field.
The configuration fields shown apply to both creating a new workflow and editing an existing one.
A New Workflow window appears as follows:
Anatomy of Workflow Fields
To establish how your workflow runs and what actions it performs, continue to Set Conditions and Actions for Workflows.