XTM Cloud v 13.0

Creating workflow steps

To access the existing Workflow steps go to Configuration > Settings > Workflow > Workflow steps.

You can perform the following actions

To create a new workflow step:
  1. Go to Configuration > Settings > Workflow.

  2. In the Workflow steps click the Add button.

  3. In the Create workflow step popup, set the mandatory and optional parameters as needed. See the Workflow steps parameters for the full list of the workflow steps configuration parameters,

  4. Click Save.