How To Add a New Workflow
How to add a new workflow
There are 2 ways of creating a workflow:
Step 3: Click on Copy Interview button. Copy of selected workflow will be created
Step 3: Click on button New Workflow > New workflow will be created
Step 4: Click on the button Add section > A new section will be added. Fill in the field with relevant Section name > personal details
Step 5: Click on Expand button. ‘Add Fields’ and ‘Add’ subsection buttons will appear.
Step 6: Click on ‘Add Field’. Fields and Field Type section will pop-up.
Step 7: Enter the label of the field: Full Name. Select Field type from dropdown Ex: Free Text. Turn ‘Required’ switch ‘On’ or ‘Off’ based on the requirement.
Step 8: Click on Add Subsection if required and fill in the fields with relevant data.
Step 9: Click on Save changes