Workflow File Options
Tags help organize and find workflows. You can use existing tags or create new ones.
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.
Import Workflow
You can import workflows saved as XM.
Insert Workflow
If the imported workflow already exists choose one of the following.
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.
Save Workflow
The Workflow Designer provides two save options.
Workflow Revisions
The Workflow Designer supports version control by letting you create and manage multiple revisions of workflows and templates. (See Saving.
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.
Using the List of Templates
Templates are sample workflows that provide a foundation for building workflows for specific scenarios. All available templates.