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    TESSALink Web - How to Create a Workflow Template

    Log in using your username and password

    Go to “Forms” then “Workflow Templates”

    Workflow_Templates.png

    In the top right, click the blue plus to create a new template

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    Give the template a name and tags

    Name_and_tags.png

    Under “Workflow Template Design”, click the blue plus to add a new node

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    Choose “New Node” and the form template that you want to include

    New_Node.PNG

    Add pass/fail nodes or other workflow items until the workflow is set up for your circumstances. This follows standard logic, so adding a form after a Pass means that the workflow will only go to that form if you pass the previous form. 

    Save

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