On the Capture workflows tab, you can create, modify, and delete workflows.

To get here:

  1. Select Menu , Settings .
  2. Select the Capture workflows tab.

Additional tabs:

  1. Select Search .
  2. Enter a workflow name.
    Uppercase and lowercase letters are treated the same.


  1. Select Filters.
  • Select Active to filter by this.
  • Select Source to filter by this.


  • To delete a workflow, select and Delete.
  • Select the workflow(s) and select Delete .
  • Select the check box at the top of the list to select all workflows.

How to create a workflow

  1. Select Create workflow.
  2. Configure the workflow.
  3. Select Create.
  4. Verify that the workflow works as expected.
  5. Activate the workflow.
  6. Optionally, make the workflow available to selected groups.


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