Create Workflow

3.2. Create Workflow

Description

The Create Workflow feature allows users to initialize a new workflow to manage and automate processing steps based on business needs.

Steps

1. In the Workflow Management screen, click Create Workflow.
2. Enter Workflow Name (*).
3. Enter Description to clarify workflow purpose.
4. Select a Group to categorize the workflow.
5. Click Create to finish.

After creation, the workflow detail interface includes these main areas:

• Mode bar (2 tabs):
  • Design: Build the flow diagram, add nodes, and configure logic.
  • Execution: Monitor and operate the workflow during runtime.
• Center canvas: The workflow diagram area. Users can start by:
  • Adding a trigger point to define workflow start events.
  • Or using AI-assisted building to quickly generate a template flow.
• Stage Library: A list of step groups and processing nodes to add into the workflow.
• Toolbar: Supports quick actions.