Creating a workflow using a template
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Creating a workflow using a template

You can create an instance of a workflow using an existing template or by creating a new template that precisely suits your needs.

To create and submit a workflow

  1. In the Management Console, click on the Workflows tab and then the Workflows sub-tab.
  2. On the list page, click Create Workflow, and click the type of workflow you want to create.

    On the workflow panel, enter the relevant information.

  3. Click Submit to submit the workflow for further action by the custodians, or click Save & Close to save the workflow details.

See Create Entitlement Review workflow options.

See Create DLP Incident Remediation workflow options.

See Create Ownership Confirmation workflow options.

See Create Records Classification workflow options.

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