Create the workflow definition

  1. Select Settings, Content Control, then WorkflowClosed A series of tasks generated based on an event or form submission. Builder. Workflow Builder displays in a separate browser tab. 
  2. Select Workflow Definitions and complete the fields to create the workflow definitionClosed The template used to build a workflow which is the outline of tasks that must be completed.. For details on each fieldClosed A field is a way to input information, often a question., see Managing workflow definitions.

The next workflow definition taskClosed Part of a workflow that itemizes certain work to be completed. is: Add a Step task.