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:
Name*
Description
Tag
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."