Workflow Management
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Create a Workflow

When you first access Workflow Manager, you need to create a workflow, add action and control nodes, and save or submit the workflow.

Steps

  1. Click the Create action menu, then click Workflow.

    The Designer workspace displays with a basic workflow graph that includes a start node, an end node, and a connector between the nodes.

  2. Type a name for the workflow job in the Name field.

    [Tip]Tip

    The name you provide in the workspace Name field is the name of the job, and it is the name displayed in the dashboard when you submit the workflow to execute. This name is not automatically assigned to the workflow file when you save the workflow. If you want the job name and the file name to match, you must enter the same name when you save the workflow.

  3. You can now add nodes to the workflow graph, or you can import an existing workflow.

More Information

the section called “Add Nodes to a Workflow”

the section called “Import an Existing Workflow”

the section called “Save a Workflow Draft”