Create your own workflow template

You use a template to design the tasks you need completed in a workflow. When you want to start a workflow, you select the template where the tasks you need to complete are already defined. You can update these existing workflow templates in a workflow editor to create the workflow that your organization requires.

The workflow editor uses visual elements to help you create the workflow.

• A square represents an Activity.

  

• A rectangle represents a Transition.

  

• A black arrow connects a Transition from the first Activity to the second Activity.

  

• A red title indicates that there is an error in the configuration.

  For example, in an Activity, the Project Activity field is required and cannot be left blank.

  

  • The Project Activity field is not marked with a red asterisks, and you can create a new Activity without selecting a Project Activity.
  • If you leave it blank, after you Create or Update the Activity, the Name is highlighted in red.
  • The Save and Submit options are not available until you correct the errors in the workflow template.
  • You must correct any errors before you can Save or Submit the workflow template.