Manage Workflow Categories

V8.5 and later

Cora SeQuence enables you to organize workflows into categories, which helps you to maintain a neater, more orderly environment. It also helps multiple teams and users to manage their workflows.

NOTE
When you delete a category, the workflows that were in the categories are not deleted.

Create a Workflow Category

1. In the Administration console, click Workflows.
2. From the action bar in the Workflows area, click Create New Child Category.
3. Type a name for the category, and click Create.

Add Workflows to a Category

1. From the Workflow tree, click the category.
2. Select the workflows you want to add to the category.
   • Click Add Workflow.
   • Click Create New Workflow.
   • From the Workflows tree, drag-and-drop the workflows to the category.

Import a Workflow to a Workflow Category

1. Right-click the category you want to add a workflow to.
2. Select Import Workflow.
3. Browse for the workflow you want to import, and click Import.

Administration Site Configuration

1. Navigate to Administration > Global Settings > Application Variables.
2. Add a new record with the following details:
   • Key: Portal.Components.Workflows.Categories
   • Value: True

v8.4 and earlier

Cora SeQuence enables you to organize workflows into categories, which helps you to maintain a neater, more orderly environment. It also helps multiple teams and users to manage their workflows.

Note: When you delete a category, the workflows that were in the categories are not deleted.

Create a Workflow Category

1. In the Administration console, click Workflows.
2. From the action bar in the Workflows area, click Create New Child Category.
3. Type a name for the category, and click Create.

Add Workflows to a Category

1. From the Workflow tree, click the category.
2. Add workflows to the category using one of the following methods.
   • Click Add Workflow.
   • Click Create New Workflow.
   • From the Workflows tree, drag-and-drop the workflows to the category.