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To create a new Workflow, click on the “New Workflow” button at the top right of the Workflow Management screen.

To edit an existing Workflow, go to the Action menu for that Workflow and select Edit.

Both of these options will open the Workflow Studio in Builder view.


Remember, the Workflow is the definition of the Process, and when the Workflow runs it makes an Instance. So the Builder lets you build (and edit) the Workflow Definition, and the Instances let you view current and previous runs.

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