Pre-requisites:
'Admin' permission on the project template where a workflow needs to be created.
The steps to create a new file workflow in a project template are mentioned below:
1. Follow the steps to create a workflow in a project template (steps 1 and 2).
2. Capture the required details in mandatory fields and click 'Create' to create a new workflow record.
Workflow Name - Name which you want to give to the new workflow.
Description - Enter a brief description of the new workflow.
Workflow Context - Select 'Document' as the workflow context.
Total Workflow Days - Total length of the workflow in number of days.
3. Follow the steps to create a workflow for files in a project (steps 4 to 5).
4. The system will prompt if the workflow needs to be published now or later. A workflow needs to be published to be able to run it.
Click 'Yes' to publish the workflow. Otherwise, click 'Later' if you wish to publish it later.
Next Article: Create a Workflow for Forms (in a Project Template)