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
Create a new quickflow
- 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