18.8 Adding Steps to a Workflow

Steps can be added to a workflow by using the Step Palette or by right-clicking in the Process Builder. When you add steps to a workflow, a yellow entry field indicates an invalid entry.

18.8.1 Adding a Step from the Step Palette

  1. Access the Sentinel Control Center. For more information, see Step 1 in Accessing the iTRAC Administration Tools.

  2. Click the iTRAC tab.

  3. In the toolbar, click iTRAC > Template Manager.

  4. Click the Add button in upper left corner to open a new template.

    or

    Select an existing template, then click View/Edit.

  5. Drag and drop a step from the Step Palette.

  6. Right-click the step, then select Edit Step.

  7. Edit the details of the step, then click Save.

18.8.2 Adding a Step in the Process Builder

  1. Access the Sentinel Control Center. For more information, see Step 1 in Accessing the iTRAC Administration Tools.

  2. Click the iTRAC tab.

  3. In the toolbar, click iTRAC > Template Manager.

  4. Select an existing template, then click View/Edit.

  5. Right-click an existing step in the Process Builder, then click Insert New.

  6. Select the type of step you want to add:

    • Manual

    • Command Step

    • Mail Step

    • Decision Step

  7. Edit the details of the step, then click Save.

18.8.3 Adding an Activity Step

  1. Access the Sentinel Control Center. For more information, see Step 1 in Accessing the iTRAC Administration Tools.

  2. Click the iTRAC tab.

  3. In the toolbar, click iTRAC > Template Manager.

  4. Select an existing template, then click View/Edit.

  5. Drag and drop an activity from the Activity Pane to the Process Builder.

18.8.4 Adding an End Step

  1. Access the Sentinel Control Center. For more information, see Step 1 in Accessing the iTRAC Administration Tools.

  2. Click the iTRAC tab.

  3. In the toolbar, click iTRAC > Template Manager.

  4. Select an existing template, then click View/Edit.

  5. Right-click the last step with no transition, then select Add End Transition.