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Adding the First Step to a Workflow

When you create a new workflow, the Workflow Design Wizard will launch and help you create at least one step in your workflow. After finishing the wizard, you may decide to delete the step(s) you created with the wizard, leaving you with a blank Workflow Designer canvas. To add a step to an empty workflow, drag a New Form, Existing Form, Summary or HTTP step from the Palette and drop them into the workflow canvas. If you are adding the first step of a workflow, drag the step from the Palette and drop it in the guide box. You will only see the guide box when adding the first step. 

  • The Workflow Designer canvas displays the workflow in a flowchart format. The arrows are drawn automatically as the step is dropped on the canvas. This graphical rendering clearly emphasizes the process and workflow routing and makes the designer more intuitive.
  • Adding a pre-condition in the Precondition tab, automatically represents it as a decision box (yellow diamond). The precondition is part of the step that follows it. Clicking on the Precondition cog icon in the yellow diamond is one way to go directly to the Precondition tab for editing.

If the following properties are selected in your form, they will be unchanged when you drag and drop this form into a workflow as one of the steps:


  • Save/Load
  • Task Info
  • Allow Sign Pad
  • Printable


  • Orientation

Adding or Moving Workflow Steps

Help to determine the drop target is provided when dragging and dropping new steps from the Palette or moving existing steps.  As you move a step over existing ones, the step that is the drop target will show a flashing green "bulls eye" to indicate the exact place where the step is to be placed.  You cannot drop between a step and its precondition diamond.

Dragging a New Form into the Workflow Designer sets the step name to "Step #" and the form name to "Form #". Dragging a form that was previously created in the form designer sets the step name to "Step #" and leaves the form name unchanged. Use the pencil icon on the step to access the step Properties Panel and rename the step(s). 

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