Workflow Designer is a visual tool that allows you to create and edit templates for business processes.
Starting Workflow Designer
Go to Automation > Workflows > Workflows in Feed and select a business process.
Then click Actions > Configure workflows.
Click on the business process template to edit it in the Workflow Designer.
How to work in the Workflow Designer
To add a required activity to the business process template, simply drag it from the list to where you want to insert the new item:
Alternatively, you can click the arrow to open a menu with the selection of activities. Once you have selected an activity from the menu, it will be inserted where you clicked:
The template constructor area is different for sequential and status-driven business process templates. Because a status-driven scheme is constituted by multiple sequential processes, an individual editor is used to modify each of the subprocesses of a status-driven template.
Working with activities
Each activity is displayed as a block placed in a sequential scheme of the business process template.
You can perform the following actions with the activities:
Click to delete an activity.
Click to edit the activity parameters.
If your template uses a lot of activities, use the collapse button to save space: