We recommend that tenant admin users not create or edit workflows, nor have roles assigned to them. These users should restrict themselves to administrative tasks.
Start by clicking Add Content and select Create a New Workflow on either the Projects Homepage or the Forms and Workflows home page inside a Project. If prompted, select a current Project or Create a New Project for your workflow. The Workflow Design Wizard will launch and guide you through creating the steps of your workflow. Once you have configured your steps in the wizard, you will be directed to the Workflow Designer to continue customizing your workflow.
The Workflow Designer components are described below.
On This Page:
The palette contains all of the forms in your project's Forms and Workflows home page, a new form, an HTTP and a Summary step. Click on the form you want and drag it into your workflow. See adding steps to your workflow for more information.
The Properties area shows the properties that are available for the entire workflow or those available for workflow steps.
Some properties, such as Task Information and Pending Message offer the designer the opportunity to define them on the workflow level or customize them for individual steps.
The right side of the Workflow Designer is the work area for the workflows you create. At the top of this area is the toolbar.
The toolbar at the top of the workflow work area is visible when you are designing your workflows but it is not visible to you when you test your workflows or to your users when they access your workflows. Notice the icons on the toolbar. Hovering over the icons displays a tool tip which describes its function. The toolbar includes the following icons:
The current version of a workflow is shown to the right of the workflow title. When you create your workflow, the version number will be zero. It will increase each time the workflow is saved by clicking on thesave and exit or save and test icons. This feature can help designers ensure they are working with the latest version of the workflow.