Creating a Workflow

This section describes how to create a workflow with a triggering Event or Action in the top node, and continuing with any number of routes and sub-routes, which are composed of Enforcement Actions, Action Conditions, Events, and Event Conditions.

To create a workflow

1. Click the Enforcement Center icon on the left navigation panel, and then click the Workflows tab.

2. In the Workflows page that opens, click the Create Workflow button.

3. In the New Workflow screen that opens, click the Workflow Settings icon , and in the Workflow Settings pane, type a meaningful Workflow name. The name appears in the Workflow pane.
   

4. In the Workflow canvas pane, select and configure the Workflow trigger. The Workflow trigger type can be Event (default) or Action.

5. Continue adding components to the workflow. Hovering over the + icon under a workflow component reveals the components that you can add:

   • Click + Add Action to add an Action node, and then select and configure an Action.
   • Click + Add Event to add an Event node, and then select and configure an Event.
   • Click + Add Condition to add a condition to the workflow.
     • When you add a condition under an Event, an Event Conditions box is added to the Workflow with False and True branches. Configure the Event condition.
     • When you add a condition under an Action, an Action Conditions box is added to the Workflow with False and True branches. Configure the Action condition.

6. When you have completed building the Workflow:

   • For a Workflow triggered by an Event, click Save and Activate to activate the Workflow.
   • For a Workflow triggered by an Action, click Save and Run to run the workflow.

   The All Workflows folder opens with the newly added Workflow on top of the table. The Workflow is added to the Drafts folder (if configuration is incomplete) or Shared Workflows folder (if configuration is complete).