Create a Workflow in a Project Template (Overview)

Pre-requisites:

'Admin' permission on the project template where a workflow needs to be created.

Asite supports the creation of workflows in project templates, including their different objects, which include files, forms or custom objects as required. The workflows thus created can be inherited in the projects cloned later from that template.

1. Navigate to the 'Workflows' tab and select the project template in which a new workflow is to be created. Templates will be highlighted with a blue folder icon.

2. Click the 'Create Workflow Definition' button at the top right to create a new workflow.

Alternatively, right-click the project template name and select the 'Create Workflow Definition' option.

3. You can create a workflow on project templates for files, forms, and custom objects. Click a relevant link below to continue:

Create a Workflow for Files	Create a Workflow for Forms
Create a Workflow for Custom Objects	Edit Details of a Workflow
Copy an existing Workflow Definition

Next Article: Create a Workflow for Files (in a Project Template)