To create a Workflow:
- From the Goto menu, select Workflows.
- In the Name field, enter a name for the Workflow.
Use only letters, numbers, or underscores (_). The name must begin with a letter. - (Optional.) In the Description field, enter a description of this Workflow.
- Select the Asset Type that you want the Workflow to use.
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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.
- To add Step(s)/Role(s), select one or more Roles and click on the
- Click on OK to save the Workflow Steps.
- Click on Save to save the Workflow.