How do I create a quickflow?

Creating workflows on Autopilot are quick and easy. Follow the simple steps below to create your quick and easy quickflows.

Initiating a Quickflow

Initiating a Quickflow
  1. Click on Initiate
  2. Click on A quickflow

Creating your first quickflow

Creating your first quickflow

Click on 'Yes please' OR 'Create your first Quickflow' to get started.

Create a new quickflow

Create a new quickflow
  1. Enter the Quickflow details:
What would you like to call this workflow: - would be the name of the workflow you creating 
What should the system reference number must start with?: - would be the reference number associated with the workflow. 

2.    Configure the workflow:

When the flow is started assign the request to: - Enter the name of the first person the first step of the tasks should go to. 
To do what: - Gives you 2 options : For Approval / For Processing 

 

For Approval

For Approval

If you select For Approval:

you will be given the option to assign another task to someone else OR complete the task which will end the workflow.

For Processing

For Processing
  1. Once you select For processing,
  2. to: - enter what you want the user to process.

Create the new Quickflow

Create the new Quickflow

Once you have completed filling in the form, Click on Create the quickflow, to create the quickflow process.