Adding new steps and branches enables users to configure a workflow from scratch or modify an existing workflow template.
Adding a step
1
Navigate to the selected workflow
Follow the instructions for how to edit a workflow and continue until you reach the edit workflow view.
2
Select the + icon on the workflow chart.
Between all workflow steps, a + icon is available to add a new element, such as a step or a branch. Clicking the + icon opens the configuration side panel, displaying a list of step types you can choose from.
3
Click on the selected new step type
Choose the type of new step to add by clicking on it from the side panel. It will be inserted between the steps where you clicked the + icon.
4
Configure the new step
Follow the Steps configuration instructions to configure the new step.
Adding a workflow branch
1
Navigate to the selected workflow
Follow the instructions for how to edit a workflow and continue until you reach the edit workflow view.
2
Select the + icon on the workflow chart.
Between all workflow steps, a + icon is available to add a new element, such as a step or a branch. Clicking the + icon opens the configuration side panel.
3
Tick Create a new branch & enter new branch name
In the side configuration panel, check the box next to Create a new branch and enter the new branch name.
4
Choose the step type the branch leads to
To create a new workflow branch, you must also create its subsequent step. To add the new step in the branch, click on the new step type in the configuration sidebar. Follow the Steps configuration instructions to configure the new step.
5
Set up the Actions in the parent branch step
To initiate a branch, ensure the starting step has an Action configured to guide the workflow to the new branch. Actions determine the workflow's direction. Refer to the Actions tab configuration instructions to set up the parent branch step.
