Creating a Workflow

After you enable all elements related to the workflow, you can create the workflow and integrate it into the form, page, or control a user must interact with in order for the workflow to trigger.

To create a workflow:

1.    Inserting Workflow Objects

2.    Editing Object Rules

3.    Renaming Workflow Objects

4.    Deleting Workflow Objects

5.    Saving a Workflow

Note.pngMake sure you have completed the steps outlined in Enabling Elements for Workflows for all forms/pages/objects you intend to use in your workflow before proceeding or you will be unable to complete your workflow.

Note.pngTMA Resources recommends you perform a requirements analysis before creating your workflow as well as reviewing the form’s existing code-behind and API logic to avoid creating conflicting logic.