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Getting Started: Workflows

Purpose

Section titled “Purpose”

Workflows is the control center for approval logic per space.

What You Can Do Here

Section titled “What You Can Do Here”
  • Create workflow.
  • Edit workflow.
  • Duplicate workflow.
  • Enable/disable workflow.
  • Import workflows from other spaces.

Step-by-Step

Section titled “Step-by-Step”
  1. Open Approval Flow (Development) in your space.
  2. Stay on Workflows tab.
  3. Create workflow and assign approvers.
  4. Open row actions (...) for edit/duplicate/delete operations.
  5. Use toggle in Enabled column for activation control.

SPARROW workflows

Main workflow created

Actions menu

Cross-Space Import

Section titled “Cross-Space Import”
  1. Click Import Workflows.
  2. Select source workflow from another space.
  3. Click Assign.
  4. Validate imported row appears in table.

Import modal

Imported workflow row

Video

Section titled “Video”

Download video: Admin workflow walkthrough