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Open Create Design → Workflow Engines → Create with wizard to build a sequence of approvals. A starting example is a purchase request reviewed by a manager and fulfilled by Procurement.
  1. Form and category. Choose an existing form or a solution preset. A preset creates a separate form you can edit.
  2. Approval steps. Add reviewers in order. Choose named members or the requester’s direct manager. Set revisions, deadlines, and reminders as needed.
  3. Tasks and notifications. Choose follow-up work, eligible staff, SLA, and notification channels.
  4. Review and publish. Save a draft if the process needs more work. Check permissions and publish to make the Request Form available to eligible requesters.
Test with separate requester and approver accounts. Use the Canvas for advanced branches or parallel approval. If you edit the business rules in Canvas, continue editing there. Running requests keep the version used at submission.