When creating you workflow you will need to have different steps in the process. A step contains one or more actions that need to happen in a particular part of a process.

A common example of a step is a simple step that runs and allocation rule to find out to whom a task should be allocated and then creates that task. This article describes how to add a step onto a workflow canvas.

1. Open up your workflow canvase

2. Select the toolbox tab on the right hand side

3. Select the workflow step option and drag and drop onto the canvas

4. Click on the step that has been added onto the canvas to highlight it

5. On the right hand side the screen will allow you to enter in the configuration for the step

6. Step Name - this will potentially be visible to end users to give it a meaningful name that describes the function of the step

7. Step System Name - this is the unique system name for the step - you may wish to follow our naming convention recommendations which can be found here -  Naming Conventions‍ 

8. Description - descriptive text which describes the purpose of the step

9. Optimal Path - Setting optimal path to On indicates that this is part of the standard pathway of the flow.