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Home >  Admin Resources >  Chapter 3 - Workflows >  Creating a Workflow

Creating a Workflow

To create a Workflow:

  1. From the Goto menu, select Workflows.
  2. In the Name field, enter a name for the Workflow.
    Use only letters, numbers, or underscores (_).  The name must begin with a letter.
  3. (Optional.)  In the Description field, enter a description of this Workflow.
  4. Select the Asset Type that you want the Workflow to use.
  5. Click on Steps to open the Workflow Steps editor.
    The Roles are listed on the left and the current Steps are listed on the right.
    Note that you may use a Role in more than one Step.
    • To add Step(s)/Role(s), select one or more Roles and click on the  button.
    • To remove Step(s)/Role(s), select one or more Steps and click on the  button.
    • Use the Up and Down buttons to reorder the items in the Steps column.
  6. Click on OK to save the Workflow Steps.
  7. Click on Save to save the Workflow.