> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dekasign.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Build a workflow with the wizard

> Set up a form, approval steps, and follow-up work in one place.

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](https://docs.dekasign.com/en/guides/approval-workflows.md) 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.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.