The New Workflow Editor
New Editor
By Alex1 author27 articles
- Get to know the new Workflow Editor
- Organize and connect workflow steps
- The Step Editor: an introduction to the tab system
- Find familiar features in the new editor
- Save changes, recover edits, and hand over editing
- Create and preview your first workflow
- How to add a condition to a route using the Condition Wizard
- How to add a trigger to a step
- How to configure signatures on a step
- Publish and manage workflow versions
- Standard Time is a target, not a hard limit
- Webhook triggers and authentication
- AI features in the editor — when they are available
- I can't publish — fixing Process Validator errors
- Add instructions, media, and data fields to a step
- Create variables and display workflow results
- Choose between routing, Show/Hide, Optional, and Milestone
- Preview and test a workflow before release
- Advanced practice: build and test an inspection workflow
- Copy, reuse, and bulk-edit workflow steps
- Add a reference workflow and manage child updates
- Import instructions and export a workflow diagram or printout
- Translate workflow instructions and review completion
- Define a workflow BOM and link items to steps
- Attach shared List Items to a workflow step
- Assign tools and a location to a step
- Configure a production-entity step