Create a Workflow from an Application

When an application's Pages tab has no pages or workflows, Applications shows Create your first workflow. The new workflow is automatically placed in the workspace and application you are viewing.

Build from a description

1. Open Applications, then select the workspace and application.
2. On the empty Pages tab, select Create your first workflow.
3. In What should this workflow do?, describe the result in one sentence. You can select an example and edit it.
4. Review the generated Name and change it if needed.
5. Select Build it, or press Ctrl+Enter on Windows/Linux or Command+Enter on macOS.
6. Flow Builder opens the new active workflow and uses your description as its first building instruction.
7. Review every proposed step, configure assignments and connections, test the workflow, and save it before publishing a form.

The workflow starts at version 1.0 in the selected application. If its name is already in use or creation fails, the dialog keeps your description and shows an error so you can choose another name and try again.

Start from scratch

Select Start from scratch when you want to enter the workflow metadata yourself. RAPTIX opens /workflow-metadata?mode=create with the current workspace and application already selected.

There you can set the name, description, and status before continuing to Flow Builder. Workflow names must be unique in their applicable scope. For the complete metadata and duplicate-workflow process, see Create and Duplicate a Workflow.

After creation

• Use Flow Builder to design and configure the workflow.
• Use Workflow → All Instances to monitor runs.
• Use Workflow → My Tasks for work assigned to you.
• Use the application's Workflows tab to keep the dashboard scoped to that application.
• Use Documents when a form or task creates or uploads files.