Getting Started / My First Workflow

In this section, we’re going to step you through getting started, creating a Type and Data, Creating a Workflow and working with a task.

We’re going to start with a customer service example. We’re going to configure World of Workflows with a system to manage sales leads. We’ll be able to categorize these leads and create a system for follow-up and closing them.

In addition, we’ll create several views so you can allow your users to easily navigate the data.

Follow the steps below to complete this exercise.

1. Creating a data structure - In this section, we create the structure for the data we are going to use. We commonly create solutions by working with data first.
2. Adding data - In this section we add data for lead status and add our first lead.
3. Create Workflow - In this section, we create a workflow to follow up a lead with a task.
4. Try it out - Try out the workflow and see the tasks you created

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Table of contents

• Creating a data structure
• Adding data
• Create Workflow
• Import, Export and Copy Workflow
• Try it out
• User Configurable Database
• Tasks
• Views
• Email
• Plugins
• Solutions
• Reporting