Privilege

Description

Manage Workflow Rules

The Manage Workflow Rules role privilege is required on the project where the workflow needs to be created. For more information, see Role Privileges and Their Impact.

Visual Workflow Manager

The Visual Workflow Manager allows privileged users to create and publish workflows for different project objects, including files, forms, and custom objects.

Option

Description

Create a Workflow for Files

Create and publish a workflow for files in a project.

Create a Workflow for Forms

(Not applicable in Asite for Architects)

Create and publish a workflow for forms in a project.

Create a Workflow for Custom Objects

Create and publish a workflow for custom objects in a project.

Edit Details of a Workflow

Edit the details of an existing workflow.

Copy an Existing Workflow Definition

Create a copy of an existing workflow definition for reuse.