Creating the workflow

The first step in building a functional workflow is to define the new workflow in the Workflow Editor.

  1. Select File > New.
    The New workflow window is displayed.
  2. Complete these fields:
    Name
    Specify the name of the new workflow.
    Description
    Specify a brief description of the new workflow.
    Interaction

    Select the interaction Form associated with the new workflow.

    Only one workflow can exist for each interaction. If workflows have already been created for all existing interactions, then the Interaction drop-down list in the New Workflow window will be empty.

    Submitted
    Select the languages in which you want the message to be displayed. When combined with the text in the <blank textbox>, the message confirms that the form has been successfully submitted.
    <blank textbox>
    Specify the message that is displayed upon successful submission. The message can be plain text or HTML (to include formatting such as line breaks and bold font).
  3. If you are following the Safety Glove Request workflow example, complete the fields as shown in the New workflow screen.
    Note: You can change the fields in the New workflow window at any time. To do so, open the workflow, and then select File > Properties. However, the Interaction field cannot be changed once established.
  4. Click OK.

    The Workflow Editor screen is displayed, and the name of the new workflow is displayed in the Status Bar. The Exception template is always added to a new workflow.

    The new Flow looks like this sample:



To add nodes to the Workflow, see Adding nodes to the workspace.