› Workflow › Create workflows › Create a workflow

Create a workflow

Procedure

  1. On the Workflows page, select Create new workflow. The Workflow page opens in a new browser tab.

    Alternatively, select New if you are on the Workflow list page.

    The Workflow designer opens.

  2. Provide workflow details
  3. Create variables
  4. Update the workflow settings
  5. Configure a workflow
  6. Add key data
  7. Add a collaboration note

    If a red dot is displayed on any of the tabs, it indicates the configuration is incomplete or invalid.

  8. Save or publish the solution.

    To save the solution, select Save.

    The workflow is saved in the current user's working category with version 0.01 (minor version). You can change the category if needed. See Update workflow settings.

    To publish the solution, select Publish.

    • The workflow is published with a major version 1.0.0. A major version allows you to use the workflow for your business activities.

    • The business process is released, and "Create new job" form, work type, work queue queries, and job queries are generated.

    • These artifacts are named based on the Quick Workflow name with a suffix of the item name. For example, for QW1, the Create new job form is generated and saved as "QW1CNJ.form."

    If a process, form, work type, work queue query or job query exists with the same name, you are required to enter a different name.

  9. To close the workflow, select Close on the Workflow designer.

    On confirmation, the workflow is closed.