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All CollectionsWorkflow ManagerCreate a Workflow in a Project
Create a Workflow in a Project (Overview)
Create a Workflow in a Project (Overview)

This article shows you different ways to create a workflow in a project.

Updated over a month ago

Pre-requisites:

  • You must have the 'Manage Workflow Rules' role privilege on the project where a workflow needs to be set up.

The visual workflow manager allows privileged users to create and publish workflows in a project on different project objects, which include files, forms or custom objects as required.

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