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.
To create a step chain:
  1. Click the Administration tab.
  2. In the left pane, click Step Chains.
  3. Click Add.
  4. Fill in values for all the required fields and click CONTINUE.
  5. In the step chain editor, add and connect the steps you want to use.
  6. To save the step chain, click the menu in the upper left corner and select Save step chain.
  7. To exit the step chain editor, click the X in the upper right corner.
  • 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.