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- Workflows Overview
- Creating a New Workflow
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Creating a New Workflow
To begin a new workflow, click New Workflow located near the top right corner of the screen.
If you do not have the ability to create a new workflow, your user role might not have that permission enabled.
The menu will then prompt you to select a Trigger from the drop down list.
Next, enter a name for the workflow (something that differentiates it from others to avoid confusion).
Finally, click Create Workflow. This will bring you to a new screen where you will need to modify the specifics of the triggers.