3.13.3. Capture workflows

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:

• Workflows
• Destination profiles

Search

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

Filters

1. Select Filters.

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

Delete

• 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.
   • How to get started with capture and workflow
2. Configure the workflow.
   • How to create a workflow for email
   • How to create a workflow for Microsoft OneDrive
   • How to create a workflow for Microsoft SharePoint Online
3. Select Create.
4. Verify that the workflow works as expected.
5. Activate the workflow.
6. Optionally, make the workflow available to selected groups.