Create and Share a Custom Workflow

Create a workflow based on one of the standard suite workflows supplied by Autodesk, or based on another custom workflow. After you identify workflows that demonstrate best practices, share them with other team members to support consistent processes.

1. Click (Suite Workflows) (Workflow Manager).
2. In Workflow Manager, right-click the workflow to use as a template for your custom workflow, and click Duplicate. The new workflow is added to the list, with a number appended to the name, such as (1).
3. Select the new workflow and click Settings.
4. In the Workflow Settings Editor, modify settings as required.
5. At the bottom of the Workflow Settings Editor, click Save As.
6. In the Save Workflow Settings dialog, enter a unique name and description for the new workflow. Click Save.
7. To share the new workflow with your team, do the following:
   1. At the top of the Workflow Settings Editor, click Information. In the About section, the Source value shows the path to the new workflow and other custom workflows. The default location is C:/Users/<username>/AppData/Roaming/Autodesk/Workflows.
   2. Right-click the Source value, and click Select All.
   3. Right-click the highlighted Source value, and click Copy.
   4. Paste the copied Source value in a convenient location for adding to an email or otherwise communicating to your team members. They will need to place the workflow in comparable locations on their computers.
   5. Navigate to the Source directory and copy the new workflow file for distribution to your team.