4️⃣ Workflow Configuration & Categories
Admin workflow organization and governance (not design).
Add Workflow Categories (Business Administrator)Create Workflow Categories at the Group (Site) level to enable workflow template deployment and user workflow selection.
Edit Workflow Categories (Business Administrator)Edit Workflow Categories to update how workflows are labeled, organized, and presented to users during publishing and execution.
Understand Workflow Categories (Business Administrator)Explains what Workflow Categories are, why they are required, and how they impact workflow deployment and user experience.
Delete Workflow Category (Business Administrator)Safely remove a Workflow Category after workflows have been reassigned and archived to prevent disruption.
