The Workflow Designer has the ability to load any of the previously saved workflow strategies, this will include any pre-defined strategies deployed with the Workflow Designer or and any custom workflows that may have been constructed.
On the initial starting page for Workflow Designer:
NOTE: We are on the Design step and on the Workflow Designer tab, then we can view each of the saved workflow strategies (ie. Quote, Price List, etc).
Then, we can load any of these strategies by clicking on it, then it is loaded in the visual view:
Workflow Elements
The workflow templates that are provided with Workflow Designer include the following pieces:
Approval Steps
Provides a default approval step with reason test, watcher option, number of approvers, approver name and a sample conditional.
Approvers
Provides a template for adding our approvers by username, user group or business role. Allows us to connect to the approval steps.
Quote
This template provides a default approval step with reason test, watcher option, number of approvers, approver name and a sample conditional.
Pricelist
This template provides a default approval step with reason test, watcher option, number of approvers, approver name and a sample conditional.