You will need the Full Write Workflows permission to perform this action.
Click on + New in the top header area and then select Workflow. You can also click on Automation > Workflows from the left-hand navigation menu and then click + Add New at the top.
A pop up will appear with the following fields:
Name - the name of the workflow
Description - a brief description of what this workflow does
Category - adding categories can help organize workflows and find them in the listing search
Reentry Buffer - tells the workflow how long to wait after the person completes the workflow before they can enter into the workflow again. This does not apply to form submissions.
Editor Layout - sets the visual flow of the workflow on the canvas
Enabled - allows a workflow to be used or disabled
βNote: The workflow will be disabled initially. This is to prevent any automation from occurring while you are designing it. Once you are ready for the system to start doing the automation, edit the workflow and enable it.
Once you are done, click on Save to add the workflow. You will be redirected to the edit workflow screen.
Tasks
See this article for more information about the different types of tasks you can add to the workflow.
Security
See this article for information on controlling access to the workflow. The user who creates the workflow will also be added as a workflow manager by default.

