Creating a Workflow

In the menu navigate to Compliance -> Workflows. This page lists the previously created Workflows

To add a new Workflow, click on the Add New Approval Workflow button at the top-right corner of the page

Line Item	Description
Name	When a user is requesting access to certain conversations using this workflow, this name will appear
Description	Describes what type of access and which people this workflow is being used for
Auto-Approve	This field automatically changes to Yes when there are no approval steps added below and changes to No when there is at least one step added. This changes after the workflow has been saved
Priority	This number defines which workflow will be used for an access request when there is more than one workflow available for a certain requester. The workflow with the highest priority will be selected (highest number)
Template	Shows which Approval Workflow Message template's text will be used throughout the approval process. For more information refer to the Approval Workflow Message Templates article
Default Language	The notifications throughout the approval workflow will be sent in the language to the user that is defined on the user configuration page. However, if the user's language is not defined in the selected template, then the message will be sent in the default language that is set here.
Name	This name will be displayed for this step in the approval process
Approvers	Determines which people will be able to decide what happens in this phase (step) of the request (approve, escalate or reject) Selected User(s) - The authorization request will be sent to the selected users Group Manager(s) of Selected Group(s) - The authorization request will be sent to the manager(s) of the selected group(s) Group Manager(s) of Requester - The authorization request will be sent to the manager(s) of the requesting user. If the user is part of more than one group, then he will be able to select which group's manager the request should be submitted to
Mode	Determines what actions the Approvers are able to make in this phase (step) of the request Approve or Reject - The manager can either approve or reject the request Approve, Escalate or Reject - The manager can approve, reject or escalate the request. In the case of escalation the access request transitions to the next step Escalate or Reject - The manager does not have the right to approve, he can only reject the request or escalate it to the next workflow step
Finish Workflow if Approved	If this checkbox is checked, then upon the approval of this step the workflow is completed, the user gains access. If the checkbox is left unchecked then upon approval of this step the approval process moves to the next step in the workflow
Deadline (Hours)	The access request step will be valid for the amount of time (hours) defined here. After the deadline is passed, the request is automatically escalated to the next step in the process, or if there are no additional steps after the current one, then the request is rejected with a timeout event
Reminders (Hours)	The system will send reminders of this approval step pending to the manager

You can start adding workflow steps with the Plus button at the bottom and removing with the Remove Approval Step button at the top-right corner. The workflow will progress through these steps (from top to bottom). You can change the sequence of the steps with the Move Up and Move Down buttons