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How to create & edit a Workflow?

Workflow is the set of different stages of a task. To create a workflow for your organization, follow the below-mentioned steps:
  1. From Navigation Menu, go to Configuration module and click on Workflow sub-module.
  2. Click on the plus icon '+' to add a new workflow.
  3. Enter Name and Description of Workflow, and click Next.
  4. To add a new state, click on the + icon.
  5. Enter State LabelDescriptionState for (like for mobile user, web user or public user) and Properties required for the state, and click Save.  
  6. Create different states as requirement.
  7. After creating states click Next.
  8. Choose web state movement for each state as required for your organization and click Next.
  9. Tap on Save to create.
To Edit a workflow:
  1. Click on the workflow to edit it.
  2. Make the required changes.
  3. Then, Update the workflow.

 

 

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