Who is this article for?

Users responsible for workflow management.

Modern Workflow Definition Edit permissions are required.

This article walks you through adding a workflow step in the Visual mode for a modern workflow definition.

1. Adding a workflow step

To add a workflow step in Visual mode:

1. Open a workflow definition template.
2. Select the Visual tab.

3. Click Edit.

4. Click Add Step.
   A slide-in model will be displayed.

5. Enter a Title of the step.

6. Select a Type from the dropdown.

7. Enter a Route title to define the routing name for this workflow step.

8. Enable Email action if one required when this workflow step is triggered.

9. Click Add Step.

10. Select the Steps tab.

11. Click the created step to continue configuring details and routing as needed.