Create a Workflow
You can create a new workflow under the Manage Workflows page in your main menu.
Step 1 — In the main menu, navigate to Settings > Manage Workflows.
Step 2 — In the top-right corner, click the Add New Workflow button.
Step 3 — In the pop-up, enter the Name and Description of your New Workflow.
Step 4 — Save your New Workflow.
NOTE: A new workflow will appear in the Manage Workflows page, and will be available for analysts and admins to route orders in the Make a Decision and Manage Rules features.