This article provides instructions on how to create and manage workflow types in order to categorize your workflows in the system.
This article contains the following Topics
Create a workflow type
1. Navigate to Administration > Onboarding > Workflow Types.
2. Click New Type.
3. Complete the required details for your new category.
Title: The name of your new category.
Description: A summary describing this category.
4. Click Save.
✔️ | Once created a new workflow type will be selectable when creating a new onboarding workflow. |
Edit a workflow type
1. Navigate to Administration > Onboarding > Workflow Types.
2. Search for the workflow type you wish to edit.
3. Click Edit on the right.
4. Make your changes and then click Save.
Copy a workflow type
1. Navigate to Administration > Onboarding > Workflow Types.
2. Search for the workflow type you wish to copy.
3. Click the dropdown next to edit and choose Copy.
4. Confirm Ok and a copy of the workflow type will open in the edit screen.
5. Make any required changes and click Save.
Hide a workflow type
1. Navigate to Administration > Onboarding > Workflow Types.
2. Search for the workflow type you wish to hide.
3. Select Hide from the dropdown next to Edit.
4. Confirm Ok and the type will be hidden in the administration menu.
✔️ | You can show hidden workflow types by selecting either Show all or Show hidden only from the dropdown next to the search filed in the top right of the screen. |