Managing Steps

To add steps to a workflow,  navigate to the Steps tab and click the Add Step button:

Complete the form and click the Create Step button.

*Note* ‘Is start’ should be checked if you want to designate this step as the first one in the workflow. ‘Requires valid submission’ should be checked if you require a form submission to be valid before being able to transition to this step.

You will see a success message and the new step in the listing:

You can Update or Delete a step using the respective links in the listing's drop-down menu.