Create Workflow

This action creates an instance of a workflow from its properties. It produces a workflow instance request that can then be connected to an action like Attach To Assets to attach workflows to assets.

  • Field

    Description
  • Label

    A label to identify the action. This label appears under the Action name inside the Action box. If this field is left blank, the default value is “Untitled.”
  • Description

    A brief explanation of what this action does inside the sequence. This description appears as a tooltip when your cursor hovers over the Action box.
  • Fail Message

    A message that identifies potential issues that could happen with this action. This fail message will appear if the action fails when you try generating the sequence. If this field is left blank, the default error message built into the action appears.
  • Summary
    Type the summary or title for this workflow instance. This name will show in the list on the workflow-tracking window.
  • Details
    (Optional) Type the description or details for this workflow instance.
  • Importance
    Select the importance of this workflow instance from the dropdown list.
  • Workflow Type
    Select the workflow type from the drop-down list.
  • Deadline
    (Optional) Type the date when this workflow should be complete.
  • Assignees
    Type the assignees for this workflow instance. Each one should be a valid Synergy user or group name. Only these users/groups (and you) will see this workflow.