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Log-in to the instance with the user Id and password and you will land on the below screen.
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2. Click on 'Workflow ' option under the Workflow Builder and you will land on the screen as shown in the below pic.
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3. Click on the New Workflow button to start creating a new workflow as required by the client.
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4. Enter the Workflow Name and the Short Name (Workflow type -Linear) and click on create Create.
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5. Once you click on ‘Create’ you will land on the below screen where workflow steps can be dragged and dropped on the screen and nodes can be connected to configure a particular order of flow.
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7. While adding each workflow activity, ensure the action group is specified from the list of dropdowns as shown in the below pic. Enter the details in ‘Block Properties' for each activity and click on 'Save’ Save.
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8. Click on 'Publish' to finish creation of the workflow with the required activities as shown in the below pic.
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