Workflow File Options
Adding Tags to a Workflow
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.
Import Workflow
Importing a Workflow
Insert Workflow
Inserting Existing Workflows
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
Saving Your Workflow
Workflow Revisions
Viewing Revision History
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.