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.
Access the Sentinel Control Center. For more information, see Step 1 in Section 13.2, Accessing the iTRAC Administration Tools.
Click the tab.
In the toolbar, click > .
Click the button in upper left corner to open a new template.
or
Select an existing template, then click .
Drag and drop a step from the Step Palette.
Right-click the step, then select .
Edit the details of the step, then click .
Access the Sentinel Control Center. For more information, see Step 1 in Section 13.2, Accessing the iTRAC Administration Tools.
Click the tab.
In the toolbar, click > .
Select an existing template, then click .
Right-click an existing step in the Process Builder, then click
Select the type of step you want to add:
Manual
Command Step
Mail Step
Decision Step
Edit the details of the step, then click .
Access the Sentinel Control Center. For more information, see Step 1 in Section 13.2, Accessing the iTRAC Administration Tools.
Click the tab.
In the toolbar, click > .
Select an existing template, then click .
Drag and drop an activity from the Activity Pane to the Process Builder.
Access the Sentinel Control Center. For more information, see Step 1 in Section 13.2, Accessing the iTRAC Administration Tools.
Click the tab.
In the toolbar, click > .
Select an existing template, then click .
Right-click the last step with no transition, then select .