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    Add a Workflow Step
    • 10 Aug 2023
    • 1 Minute to read
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    Contents

    Add a Workflow Step

    • Updated on 10 Aug 2023
    • 1 Minute to read
    • Contributors
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    Article Summary

    Workflow Actions

    In the Permit Workflow, click Actions > Add Step
    Workflow, actions, add step.png


    Add a step

    1. Search for the step you would like to add
    2. Click the search icon
    3. Select the step you would like to add
    4. Rename step (optional)
      Copy workflow step modal.png


    Select step position

    Workflow, select step position.png


    New step is added

    New workflow step added.png

    You can still make adjustments to the workflow! You can delete the step and start over or re-order the step within the open groups in the workflow.




    Tips: The flexibility of the workflow

    Even if a workflow step has never been created, you can search for a step that is similar and then rename the step. This can be useful if you need to add a new step to a workflow that you might only use a couple of times, but don't want to have an entirely new workflow created from scratch.

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