Save Workflow Strategy

Owned by Mike Deskis
Last updated: Sept 05, 2024 by Ioana Kocurova
1 min read

The Workflow Designer has the ability to automatically save any of our created or modified workflow strategies, this will include any pre-defined workflows deployed with the Workflow Designer and any custom strategies that may have been constructed.

Once a new workflow approval has been created, it is given a default name (ie. Quote, Price List, etc.) and saved automatically.

NOTE: All workflows created using the Workflow Designer tool are saved, but they are not deployed and usable yet. That will be accomplished in a Deploy step.