Create a New Workflow

Use the Form View form to create a new workflow.

The originator of a workflow displays in the Created by field. An originator is similar to the owner of a file and always has access to the workflow they create. When a workflow is created through the batch processor, the originator is set to the person who set up the batch processing.

In addition, workflow that is created using the Create Workflow action has the workflow steps automatically started. Any users with access to the Workflow Steps tab in Workflow Type Configuration can restart the workflow steps after editing it.

When you click Edit Workflow in Workflow Type Configuration, the workflow steps for all workflow of the selected workflow type can be either canceled or restarted.

To prevent someone from creating a workflow, use the primary role to specify that the New option is disabled for the specified workflow category.

Create a New Workflow

To create a new workflow, complete the following steps:

On the Navigation menu, click Workflows » <Workflow Category> to view workflows for a specific category or click Workflows » All Workflows to view all workflow records.
On the List View toolbar, select New » New Workflow.
In the grid of the Workflow Type Search dialog box, select the category where you want to create the new workflow.
Click Select.
On the <New Workflow> form, enter the relevant information. See default workflow types for more information about default types.
Click Save.

If you are unable to see the new workflow in the List View, use the Search feature on the toolbar to confirm that the filter that has been applied is for the project that relates to the new workflow. See List View Toolbar for information about the Search feature.

What do you want to do?

Create a new workflow type

View the workflows you created

View the workflows assigned to you

Add a custom field to a form

Add a source field on a Form

Customize form elements using the Form Designer

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