Creating & Managing Workflows

Users can create and manage workflows in AccessNow with the Workflow Builder.

Workflow templates are the primary way to create and manage workflows. They support simple form-input changes, such as adding or removing fields, changing field properties, incorporating additional information from Command Centre, and using different labels.

AccessNow workflows are flexible and support many processes. Contact your Gallagher representative for a template when making major changes or creating a completely new workflow.

The team is also improving usability so Channel Partners can create and edit workflows independently.

With the visual interface, users can design and implement workflows without requiring extensive coding knowledge. It enables businesses to quickly adapt to evolving needs by customizing workflows to align with specific operational requirements.

The section covers creating workflows, including using workflow templates and importing them. It also discusses the elements needed to build and configure workflows.