When creating you workflow you will need to have different steps in the process. A step contains one or more actions that need to happen in a particular part of a process.
A common example of a step is a simple step that runs and allocation rule to find out to whom a task should be allocated and then creates that task. This article describes how to add a step onto a workflow canvas.
- Open up your workflow canvas
- Select the toolbox tab on the right hand side
- Select the workflow step option and drag and drop onto the canvas
- Click on the step that has been added onto the canvas to highlight it
- On the right hand side the screen will allow you to enter in the configuration for the step
| Step Name | This will potentially be visible to end users to give it a meaningful name that describes the function of the step |
| Step System Name | This is the unique system name for the step - you may wish to follow our naming convention recommendations which can be found here - Naming Conventions |
| Description | Descriptive text which describes the purpose of the step |
| Optimal Path | Setting optimal path to On indicates that this is part of the standard pathway of the flow. |