Knowledge BaseHow to use Autopilot Process SetupHow do I create a workflow from scratch?

How do I create a workflow from scratch?

Accessing Setup

Accessing Setup

1. Click on Setup

2. Select Processes

(N.B you will only have access to 'Setup' if you have Company administration/ Process Builder rights. If you require Company administration / Process Builder rights, please contact your company’s administrator)

Accessing the Template Library

Accessing the Template Library

Click on "Create a process" at the bottom right corner of the screen

Creating a Custom Workflow

Processes are grouped according to 4 categories (As shown above).

To access a custom workflow, click on "Custom Workflows"

Step 1 - Starting a custom workflow

Step 1 - Starting a custom workflow

Click on the "Custom workflow from scratch" tile.

Step 2 - Creating the Workflow

Enter the workflow details (As shown above)

  • Enter the title of the workflow you creating
  • Enter a Reference Number prefix
  • Enter the number of steps you require for this process

Step 3 - Initial Form Submission Details

Step 1(As shown above) is the first initial step of the process.

  • Enter a title of this step
  • Enter the user group you wish to give access to use this workflow(
  • Select if you will require to use an employee, supplier or customer list from your master data
  • Enter the fields you require on the form in step 1 of th process.

Step 3 - continued...

Based on the number of steps for this process you have stipulated in step 2, you will be required to fill in the sections for each step (As shown above)

  • Enter the title of the step
  • Enter the role of the person responsible for to complete the task
  • Each step can have 3 different actions: Select one of the options(as listed below)
  1. Approve only
  2. Approve or Reject
  3. Capture Data or complete a checklist
  • Select which user group you require to access this step

 

Continue the above instructions for each step you require in this workflow.

Step 4 - Create the process

Step 4 - Create the process

When you have completed filling in details on the form above, click on 'Create the process' at the bottom right corner to create your workflow