Using Workflow Manager

To access the Workflow Manager, go to Application Menu > Miscellaneous > Workflow Manager Manager. The Workflow Manager dashboard appears:

UI Section

Icon

Function

Top Pane

Use this feature to select a folder to display the workflows in it.

Add Folder

Use this option to create a folder.

Switch To Detailed View/Switch To Tile View

Use this option to toggle between the detailed view and tile view.

Add Workflow

Use this option to add a workflow to a folder.

Bottom Pane

 

Use this pane to configure, assign, edit, delete or view the workflows.

Using Workflow Manager involves: