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Create a Workflow in a Project Template
Create a Workflow in a Project Template (Overview)
Create a Workflow in a Project Template (Overview)

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

Updated over a week ago

Pre-requisites:

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

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

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

2. While the project template is selected, click on 'Create Workflow Definition' button at top right to start creating a new workflow.

Alternatively, right click on project template name and select 'Create Workflow Definition'.

3. You are able to create a workflow on project templates for files, forms as well as custom objects. Click on a relevant link below to continue:



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