Basic Configuration
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      Create a Workflow

      This article walks through the steps of creating a Workflow in Gatekeeper from scratch or best practice template.

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         Estimated Read Time: 3 minutes

      Sections in this article:

      Note: Users require the Workflow Administrator Additional Permission to create workflows. See Workflow Administrator to learn more.

      Introduction


      Any form-based process can be digitised with Gatekeeper Workflows. The most powerful Workflows also integrate the creation and/or updating of Vendor/Contract records, directly within the Workflow. For an introduction to Workflow concepts, see Kanban Workflow Engine. 

      Create a Workflow

      When creating a new workflow, you can either set one up from scratch, or use the best practice templates.

      Create a Workflow From Scratch

      To create a blank workflow:

      1. From the navigation menu, click Workflows.
        Gatekeeper 2020-09-10 12-01-07
      2. Click Add, then select Workflow.
      3. Enter the Title, then select the Workflow Type from the dropdown list. 
        1. If required, add a label, description, and select an icon and colour. 

       The Workflow will then open with two default phases already added: 

      • Start Form
      • Workflow End
      Gatekeeper 2020-09-10 12-22-26

      Create a Workflow Using a Template

      The best practice workflows are designed to help streamline workflow creation by providing you with pre-built templates. To create a workflow from a template: 

      1. From the navigation menu, click Workflows.
        Gatekeeper 2020-09-10 12-01-07
      2. Click Add, then select Workflow Template.
      3. Click Create on the relevant template.
        create workflow template
      4. Update the title as required, then click Create. 

      Customise a Workflow

      With the workflow now set up, read the following articles to learn more about how to:

      1. Configure a Workflow Trigger
      2. Add Phases to a Workflow
      3. Setup a Form within a Workflow
      4. Create a Workflow Group
      5. Configure Workflow Notifications
      6. Configure Workflow Transitions
      7. Configure Workflow Actions
      8. Add Workflow SLA Timers
      9. Archive a Workflow Card

      Monitor Changes to Workflows

      You can track edits that have been made to workflows using the History feature. Follow the demonstration below to learn more: