Add steps to a draft workflow template
It's easy to add steps to your draft workflow template.
- Click Workflows in the Module Menu, and under Search, click Templates.
- Click the Drafts tab.
- Enter your search criteria and click the Search button.
- You'll see your search results. Click the name of the template you want to edit to open it.
- Scroll down to the Template Builder section.
- Drag and drop each new step into the desired position in the workflow.