Step 1 – Click "Enterprise" on the Navigation Bar.
Step 2 – Click "Manage Workflow Templates".
Step 3 – Click on "New Workflow Template" to see the following options:
- Workflow Begins*
- Workflow Ends*
- Enrollment Restrictions*
- Dismiss from workflow when dismissed from program?*
- Only show this workflow when the user is in the same program it was started?*
Step 4 – At the bottom of the "New Workflow Template" page, you will have options regarding the "Current Version".
Under "Checkpoint", a dropdown menu with 3 selectable options will be available:
1) "Add Condition"
2) "Add Message"
3) "Add Step"
Step 5 – Once a New Workflow Template has been successfully created, you can "Edit" this Workflow Template to see the following new options at the bottom:
The "Manage" and "Make Available for Download" tabs will let you manage the Workflow's Security and select where this Workflow Template can be downloaded, respectively, in a menu similar to managing TouchPoint Security.
Potential Errors when Saving
- "A workflow that offers unlimited enrollments cannot contain only condition checkpoints."
- "A workflow that offers unlimited enrollments must contain at least one checkpoint that is set to wait for completion."