Step 4 : Build a workflow
This topic is part of the Quick Start guide. You are on Step 4 out of 6.Now that we have covered the basics of how to get started, let's look at how to build a list or site workflow.
|
1 |
Open the designer |
- On the Workflow Gallery page, click Create List Workflow or Create Site Workflow. The Designer page opens. The Designer page displays the designer canvas, toolbar, and actions toolbox.
Note: The option that is available depends on how you open the Workflow Gallery. For example, if you open the gallery from Site Contents, you can only create a site workflow and Create Site Workflow is available.
|
2 |
Design the workflow |
- Drag the required workflow actions to the designer canvas from the actions toolbox and configure them.
For information about the actions toolbox and the workflow actions available, see Actions toolboxand Workflow actions.
To see a solution story with step-by-step instructions about how to build a workflow to automate leave request notifications, see Automate Leave request notifications.
Next step:
Step 5 : Configure start options