Share

Create a new project workflow from scratch

Upchain enables you to create your own workflows from scratch, if desired. You might choose to do this if the workflow you would like to create is completely different from the system workflows available.

Note: We recommend that you have an idea of what you want your workflow to look like before attempting to model it. See About project workflows.

To create a workflow from scratch:

  1. Navigate to Administration > Business processes > Workflows.

  2. Open the Tenant workflows tab.

  3. Click the Create workflow button.

    The Create workflow window opens.

  4. Name your workflow.

  5. Workflow type is already set to Tenant. You cannot change this.

  6. Select the Object (this is the object the workflow is for).

  7. Select an Object type (ie. project type) from the drop-down list.

  8. (Optional) import an XML file.

    Note: You would use this if you already had a workflow exported to an XML file. This might happen if you saved one as a backup or exported one from another tenant.

  9. Click Save.

Your workflow is created and is loaded into the center view. At this point, the workflow is completely empty. You can now begin to build your workflow.

Parent page: Project workflows

Was this information helpful?