WorkflowGen: Create a New Process

  1. In WorkflowGen-CDEV, navigate to Admin and then to Processes.
  2. Select the appropriate folder for your new process, and select New process.
  3. On the process information screen:
    1. Choose a template from the list, if desired.
    2. Enter the process name.
    3. Enter the process description.
    4. Set the status to In Test.
    5. Ensure the Built in form box is checked (leave unchecked if developing the form with Visual Studio).
    6. If you want WorkflowGen to keep copies of the form and data for every step of the process (as opposed to just for the last step), check the box for Archiving.
    7. Click Save.

WorkflowGen - New process information screen