Creating a step chain
If you use the same set of connected steps in many of your workflows, you can create
a step chain with those steps to use in your workflows.
- Create a step chain manually:
- Click the Workflow tab.
- In the left pane, click Step Chains.
- Click Add.
- Fill in values for all the required fields and click CONTINUE.
- In the step chain editor, add and connect the steps you want to use.
- To save the step chain, click the
menu in the upper right corner and select Save step chain. - To exit the step chain editor, click the X in the upper right corner.
- Create a step chain from steps in an existing workflow
- Click the Workflow tab.
- In the left pane, click Workflows.
- Open the workflow that contains the steps you want to make into a step chain.
- Press the Shift key and drag your mouse to draw a box around the steps you want to include in the step chain.
- If you want to remove some steps from the selection or add other steps that cannot be included in the box, use Ctrl click or Shift click to deselect them.
- Right-click inside the box to bring up the context menu and select Save as step chain.
- Note:
- After you create a step chain and place it in a workflow, changes made to that step chain are not applied to the step chain in the workflow.