Your First Workflow

Workflows can be created either by clicking on New Workflow from the File Menu or from the Start Page. Then either select to start from a Blank Template or from one of the pre-made templates.




Creating your workflow steps in the Editor is easy. Firstly, enter the Workflow name (mandatory) and then the Author and Description (optional). Finally, choose a directory to save the workflow file and click on Create.

 

The Start Page will then be replaced with the top level workflow editor tab.



 

Drag in your steps from the Step Panel on the leftchoosing from the various step types (see more information here). Connect your steps by dragging arrows between them (see more information here), and then ensure that your workflow validates by clicking on the Validate button at the top.



 

Once your workflow is validated, you can save your workflow file by clicking Save Workflow from the File Menu.


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Alana is the author of this solution article.

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