Create workflow

Clicking on Create workflow opens the Designer page where you can create, save, and publish workflows. The Designer page displays the workflow designer, which includes the toolbar, actions toolbox, and designer canvas.

Access the Designer page

Note: 
  • You can create workflows only in engine v2.
  • Workflows created in engine v2 can be tested or published only in engine v2.

To view the Designer page (new workflow)

  1. On the top navigation bar, click Automate.

  2. On the left navigation, click Create workflow.

To view the Designer page (existing workflow)

  1. On the top navigation bar, click Automate.
  2. On the left navigation, click Workflows, and then select the required workflow.

Additional areas accessible from this page include the start event configuration dialog box, forms designer, action configuration panel, and Nintex Document Tagger. Find out more below.

For more information on the Nintex Workflow Cloud engine, see Upgrade workflows to engine v2.