Creating a Workflow

  1. Click Workflows > Workflow Designs > New Workflow.
  2. In the Workflow Core Parameters dialog, enter the name, description, comments, and desired parameters for the other fields.
    • The system enters a default workflow ID, which can be edited.
    • The Purge After (Days) and Clean Up After (Days) fields allow users to input a customized number of days for the respective activity which bypasses the value that is already configured system-wide. For example, test workflows and sample workflows might have a low value for Purge After and Clean up After but production workflows might have a higher value for those fields.
    Note: By default, new workflows are created in the root folder. If you would like to change the location of a workflow to a different folder, see Changing the Folder Location for a New or Existing Workflow.
  3. When finished, click Create.
    The workflow designer screen appears.