Creating Workflows

Environment

  • Evoq Content
  • Evoq Engage

 


 

Process

  1. Go to Persona Bar > Settings > Workflow.


    Screen_Shot_2019-10-17_at_3.36.33_PM.png

  2. Click the Create New Workflow button.

    Workflow list > Create New Workflow button

  3. Fill in the name and description for the workflow then click Save.


    New Workflow form

  4. Manage the workflow states.

    • To add a state to the workflow, click the Add a State button then configure the workflow state.
    • To edit a custom state, click the state's Edit (pencil) icon in the Actions column then configure the workflow state.
    • To delete a custom state, click the state's Delete (X) icon in the Actions column.
    • To rearrange the order of the custom states, use the arrows in the Move column.


    Workflow editing form

  5. Click Save.

 


Parent Topic

Related Tasks

 

Back to top

Comments

0 comments

Please sign in to leave a comment.