How do I create a Workflow?

In order to create a Workflow it is essential to have first created Fields, Forms, Roles, and Statuses before setting up your new Workflow.

If you are planning on adding a Subwokflow, ensure that this has been created and published before adding it to the Workflow.

To create a new Workflow, follow these steps:

1. Go to Quality Process Designer > Designer.
2. Go to Workflow.
3. On the Workflow Listing Page, click on the New + icon.

In the Workflow Creation Form, provide the following information:

1. Give the Workflow a Title.
2. Add the Statuses. Please bear in mind that you need to add at least two statuses in order to create a workflow.
3. Add the Workflow Roles, i.e., who can participate in the workflow.
4. Add the Workflow Main Form.
5. Define the Prefix.
6. Click on Save.