Knowledge BaseHow to use Autopilot Process SetupHow do I create a workflow based on one of the pre-defined templates?

How do I create a workflow based on one of the pre-defined templates?

Step 1: Access Setup

Step 1: Access 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)

Step 2: Viewing the Template Library

Step 2: Viewing the Template Library

At the bottom right corner of your process screen, Click on 'Create a process'

Step 3: Select a pre-defined template

Pre-defined templates are categorized in 3 categories:

  1. Employee focused workflows
  2. Customer focused workflows
  3. Supplier focused workflows

Expand any of the sections required and select which workflow you wish to use.

(An example shown above is the pre-defined templates for the employee focused workflows)

Step 4: Preview & Configure the workflow

Once you select the process you want:

  • Preview what the flow of the workflow looks like
  • Preview the form of the workflow
  • Configure the workflow by entering the process participants for the workflow
  • Click on 'Create the process'