Creating a Workflow from a Template

Step 1: Access Workflows

Log into the Omni Dashboard and navigate to the "Workflows" section from the left side menu. This area allows you to manage all aspects of your workflows, including creation, modification, and deletion.

Step 2: Initiate New Workflow Creation

Click on the "New" button. This action will lead you to the workflow creation builder experience, where you can choose from a variety of pre-defined templates. Option to build your own workflow (starting from blank) in needs to be additionally included into your package.

Step 3: Browse and Select a Template

You will be presented with a selection of workflow templates. Each template comes with a description to help you understand its purpose and the specific processes it's designed for. Browse through the templates and choose one that best fits your requirements.

Step 4: Template Customization

After selecting a template, you'll enter the customization phase. Here, you can modify the workflow to match your exact needs. This may involve configuring specific settings within each module, adding or removing steps.

Step 5: Additional settings

Give your workflow a name and publish it! This step makes your workflow live and accessible for use. Once published you can test it by scanning QR with your mobile device.

Step 6: Testing Your Workflow

After publishing, it's crucial to test your workflow to ensure it operates as intended. Scan the QR code with your phone camera to go through user journey. Pay close attention to how the workflow behaves and make any necessary adjustments based on your findings.

You can access QR code by clicking QR code icon in workflow list.

Step 7: Deployment

With testing complete and any adjustments made, your workflow is now ready for full deployment. Ensure that it's activated in the Omni Dashboard and integrate it with your application or user interface as needed. More information regarding available integration options can be found in Workflow Implementation Options