Administrators » Workflow Fundamentals » Add Workflow
PREVIOUS | NEXT
To create a new workflow, go to Setup > Processes > Workflows , then click the Add New button.
A wizard displays and guides you through the steps to create a new workflow.
Enter Basic Workflow Info : Complete the form fields:
Add Statuses : Drag and drop statuses from the list of Available Statuses to the Selected Statuses grid. You can also drag and drop statuses within the grid to rearrange the order. The status item on the top of the list will execute first, and then progress down the list of statuses when you run the workflow.
In this step, you can also search for statuses in other workflows, and you can create a new status using the Add New Status link. See Create New Status for more information.
Form Designer : Design the layout of the fields, forms, and user interface components that users will see when they create a new case in this workflow. Drag and drop, and position the components in the desired location on the form. See Form Designer for more information.
Click Previous to revisit the prior steps in the wizard, or Finish to complete the new workflow.