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How do I set up a workflow?

Written by Justin Verhoeve

Workflows allow you to add an approval or review step to your ordering, downloading, or creative processes. By setting up a workflow, you decide which actions require approval and who is responsible for reviewing these requests.

How to create a new workflow

  1. Navigate to "Settings".

  2. Select "Workflows" and open the "Workflows" section.

  3. Select "+ New workflow" in the top right.

You can now configure your workflow settings.

Workflow configuration

  • Name: enter a clear name so your admins and users understand the purpose of the workflow.

  • Type: choose the type of workflow (approval or creative)

  • Timing: for approval workflows, select when approval is required (in advance, afterwards).

  • Approvers: the admins who get assigned to the requests from this workflow.
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Next steps

After creating your workflow, you can connect the workflow to products, downloads, or other features that require approval.

add approval workflow to a product

Tip: Read How do I use the Workflow module in Product Settings? to learn how to connect workflows to products.

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