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You need to have the “Create workflows” permission to perform this action.

To create a new Workflow, you can click on the below button in the Workflow List.

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This action will open the Create Workflow form popup where you need to fill all mandatory information which is marked with asterisk in the form.

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The information in the form includes:

  • Name

  • Type

  • Activate Workflow

  • Effective Start Date

  • Effective End Date / No End Date

  • Description