How Do I Add, Edit, and Delete Steps in a Workflow?

How Do I Create a New Workflow?

Workflow is an important part of every app. A Workflow determines what happens to a document once a form is filled out, including what approvals need to occur and any notifications that should be generated.

You can configure a Workflow by navigating to the Workflow Builder from the top right side of the app tool bar. 

What steps can be added to a Workflow?

• Approval - approval of a course, program, form, etc.
  
• Task - Add a task step that needs to be completed in or outside of Build
• Acknowledgment - allows a user or role to acknowledge a form's submission
• Notification - a configurable email sent to a selected user
• Branch - proposal routing based off conditions from the form
• Integration - allows you to select from a list of pre-configured integrations if any were created during implementation. 

How do I add steps to a Workflow?

• • Click on the step you would like to add from the top left side of the Workflow screen.
  • Drag and drop the step in the desired location. 
  • Determine the settings for the step in the configuration panel that pops up on the right side of the screen.
  • Your workflow step will save automatically by Kuali Build. No need to click a Save button.

  

How do I edit a step?

• Click anywhere in the box of the step you would like to edit. (The step you are editing will be outlined in dark gray.)
• Edit the step in the configuration panel on the right.
• Your workflow step will save automatically by Kuali Build. No need to click a Save button.
• 

How do I remove a step?

• Click anywhere in the box of the step you would like to delete. (The step you are deleting will be outlined in dark gray.)
• Click Delete Step in the configuration panel on the right.

How do I undo a previous command?

It is now possible in the Workflow Builder to easily undo a previous command without having to start over. To undo your previous action, you have 2 options:

1. Click the Undo button on the left side of the screen just under the list of workflow steps. 
2. Use the following shortcuts: 
   • Windows: control - Z
   • Mac: command - Z

How do I redo a previous command?

It is also possible to reverse the effect of your previous Undo command. To redo your previous action, you have 2 options:

1. Click the Redo button on the left side of the screen just under the list of workflow steps. 
2. Use the following shortcuts: 
   
   • Windows: control - shift - Z
   • Mac: command - shift - Z

How do I copy and paste a step in Workflow? (Updated 3/18/20)

Often as you're creating steps in a Workflow, you may find a need to copy a Workflow step and make minor modifications to the copied step. This is possible in Build! You will find the instructions for doing this below.

Note: This also works between apps as well! In order to copy a Workflow step from one app to another, open a separate tab or window in the same browser, and you will be able to copy steps between two different apps.

• Windows/PC:
  • Click on the Step in the Workflow
  • Press control - C
  • Then select a different step (or leave that step selected), and press control - V. The workflow step you copied will be pasted directly after the one you selected.
• Mac: 
  • Click on the Step in the Workflow
  • Press command - C
  • Then select a different step (or leave that step selected), and press command - V. The workflow step you copied will be pasted directly after the one you selected.