Workflow File Options

📄️ Create a New Workflow

Create New adds a blank workflow with Start and End elements.

📄️ Export Workflow

The Export feature lets you download a workflow in XML file format. Use this feature to review the XML structure, share the file with others, or keep a backup of the workflow.

📄️ Open Template

Templates are customizable, pre-built workflows fro common use cases.

📄️ Opening a Workflow

To start using the Workflow Designer, open a workflow from the Welcome screen.

📄️ Building a Favorites List

For convenience, you can create a Favorites list in the Workflow Designer, so you can quickly access the activities and controls that you use most frequently.

📄️ Using the List of Templates

Templates are sample workflows that provide a foundation for building workflows for specific scenarios. All available templates (both pre-built and those you customize) are listed in the Templates tab of the Workflow Designer.