Creating a New Workflow Step

You may have a workflow that, through a change in procedure, requires an additional step. You may add steps to an existing workflow.

To add a Workflow Step do the following:

  1. Expand the root node CCF in left-hand tree pane.

  2. Click the Workflow Steps Node.

  3. Right-click in the blank area in the List view and click New then WorkflowStep. The Add New Workflow Step Wizard Welcome window will be displayed.

  4. Click Next.

  5. The Add New Workflow Step Wizard (Step 1 of 2) screen will be displayed as shown below. The administrator can enter the general details of the new step including the name of an action to be initiated by that step. All of the hosted applications will be listed in the Application drop-down box.

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  7. Add New Workflow Step Screen 1

  8. Enter the Workflow name and select the associated application from the drop-down box. These are mandatory fields.

  9. Click Next to continue. All non-mandatory information regarding Workflow Steps can be filled in later from the Workflow Step Property page.

  10. The Add New Workflow Step Wizard (Step 2 of 2) screen will be displayed as shown below.

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  12. Add New Workflow Step Wizard Screen 2

  13. To associate workflows with the available steps, select one or more workflows in the Available list and click the > assignment button. The selected workflows will be added to the Selected list.

  14. Click Finish to create a new workflow step.

  15. Administrators can cancel the creation of a workflow step at any time by clicking Cancel.