1
Open the Workflow section
Navigate to Settings and select Workflow from the left-side menu.
Creating a New Workflow from Template
This guide shows you how to create a new workflow from a template in QuoteCloud, helping you save time by using pre-configured steps and approval processes.
Creating a New Workflow from a Template
Learn how to quickly create workflows using pre-built workflow templates in My Guideflow.
Steps to create a workflow from a template
2
Start a workflow from a template
On the workflow setup screen, click Create from a template to begin building a workflow using pre-made templates.
3
Open the workflow template menu
If you are viewing the workflow list page, click Create New Workflow and then select Create from template.
4
Review available workflow templates
A list of pre-built workflow templates will appear, each designed for different approval and automation scenarios.
5
Choose a workflow template
Select the template that best matches your workflow requirements. Available examples include Single-Step Approval, Two-Level Approval, Approval by Value Threshold, and Approval by Discount Level.
6
Review the workflow preview
The selected template will display a visual workflow preview showing the trigger conditions, approval nodes, and workflow endpoints.
7
Create the workflow from the template
Click Customize Workflow to generate a workflow based on the selected template.
8
Open the workflow editor
The workflow editor will open automatically with the selected workflow template already configured.
9
Review the generated workflow
The generated workflow may include pre-configured trigger conditions, approval steps, and Ready to Send or Reject to Send workflow paths.
10
Customise the workflow configuration
Modify the workflow conditions, approvers, actions, or endpoints to match your organisation’s approval process.
11
Save and activate the workflow
Once configured, click Save and optionally Activate the workflow to begin using it in your approval processes.
FAQs