Creating Workflow Templates

To create a new Workflow Template, follow these steps:

1. In the Workflows home page, click the New button.







Workflows can also be imported by clicking the button.

2. In the New Template window:
1. Assign a Name and enter a Description to the workflow template you are creating.
2. Select which Trigger will start your workflow template. For a detailed list of all the Trigger types available, click here.
3. Select the Status of your workflow template:
• Ready: The workflow is ready and can be associated with contracts.
• In Progress: The workflow is still a draft. It is saved as template but cannot be associated with any contract.
3. Click the CREATE button and the Workflow Template page will appear.



4. Design your template according to your needs. Refer to the Designing Workflow Templates section for detailed information on the fields and options available.
5. Save clicking the icon on the toolbar.
6. After you have saved your workflow, go back to the Results section by clicking on the breadcrumbs or the Back button of your browser. Be careful, unsaved progress will be lost if not previously saved.
7. Your template workflow will be listed in the Results section.