Create or Edit Workflow

A new workflow of a particular type can be created by pressing the blue [Create New Workflow of this Type] button found on various pages in the database interface. This button will always be associated with a single specific workflow type, which can be determined based on the context of the button.

The user-defined information in a particular workflow record - that is, the information that was entered into the workflow's type form during its creation - may be edited at any time, and as many times as desired, by pressing the yellow [Edit Workflow] button found on that workflow's information page.

Both of these activities share the same interface page, which looks similar to the following:

The workflow's type is displayed at the top of the page - please note that this cannot be changed. Below this, the red-outlined form indicates the workflow type form where user-defined information about the workflow should be entered. However, at the time of this writing (January 2023), none of the workflow types currently being used in the database actually require any user-defined information - hence the type form is empty (as seen in the image above).

The user only needs to press the green [Submit Workflow Record] button to save the workflow into the database. Upon a successful submission, the user will then be automatically redirected to the workflow's information page.

Please note that this page is only for adding user-defined information in the workflow type form - information relating to a single workflow step is entered via the workflow's information page.