Defining workflows

We have learned how to initiate a new workflow in the How to add a new workflow? section. Now let's define specific properties for a workflow with the various features available in the Workflow Builder.

Defining properties for a workflow includes:

• Defining conditions for a step in the workflow

• Configuring action buttons in a step in the workflow

• Setting up a status for a step in the workflow

• Configuring communication settings

• Assigning a step to a role/user based on a condition

• Selecting the strategy for assigning a step to a user/role

• Ending a workflow at a particular step