Create workflow
- Last UpdatedDec 17, 2025
- 1 minute read
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In the Enterprise Console, click the Menu button, and then click Workflows.
The Workflows page appears.
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On the action bar, click New, and then click Workflow.
The New Workflow dialog box appears.
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In the Title box, type a name for the workflow, and in the Description box, type a description for the workflow.
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Click Save & Continue.
The workflow is created, and the Workflow Options wizard appears.
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Select Design the Workflow now, which is the default option, and then click Finish.
Workflow options
The following table shows the available workflow options:
|
Task |
Action |
|
Design the Workflow now |
Select this option to open the Process Designer for the Workflow. For more details about the Process Designer, see About the Process Designer. |
|
Start the Workflow Wizard (this option is not applicable) |
Select this option to build a workflow using the Workflow Wizard. This option also takes you to the Categories List with the list of Workflow Wizards. You can build the workflow using Approval Wizards. For more information see: Approval Wizard Move or Copy an Item |
|
No task to be performed now. |
Select this option to perform workflow actions later. Selecting this option takes you back to the Workflow list. You can return to the Workflow Options window by selecting Tasks from the shortcut menu of the workflow. |