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Manage Workflow Categories

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.

v8.5

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.