Adding a Workflow Type

How to add a Workflow Type

  1. From the main menu, click on “Workflows”.
    • Note: If you wish to add a second workflow, you will find workflows in the main menu named after the first workflow type. For example, if the first workflow type is “Car Contracts”, the workflows will appear in the main menu as “Car Contracts”.
  2. Click on “Settings”.
  3. Click on the card “Workflow Types”.
  4. Click on the button “Add Workflow Type”.
  5. Enter the general information for the workflow:
    • Plural Title: The plural name of the workflow type, e.g., Car Contracts.
    • Icon: Choose from the dropdown list an icon that represents the nature of the workflow. ? ?
    • Singular Title: The singular name of the workflow type, e.g., Car Contract.
    • Status: Active if you want to enable the workflow type, and Inactive if you wish to disable the workflow type.
  6. Click on the “Save” button.
  7. You will find the workflow you created displayed above “Settings”, dropdown from “Workflows” in the main menu.
  8. Note: The workflow appears as “Workflows” if you have more than one workflow in your system, and by the name of the first workflow like “Car Contracts” if there’s only one workflow in the system.