This article provides information on creating a Guided Workflow and its basic configuration options.

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Standard Guided Workflow Templates

When Guided Workflows are enabled in a partner environment, standard templates for the most common use cases, such as web forms with and without inbound messages, and templates to edit, modify, or view data from Sprinklr entities, will be deployed automatically. This feature eliminates the need to build Guided Workflows from scratch, significantly reducing the time and effort required. For more information on creating a Guided Workflow using Template, refer to Creating Guided Workflow using Template Library.

Creating Guided Workflow

1. Click the New Tab icon. Under the Sprinklr Service tab, select Guided Workflows within Resolve.

2. Click + Add Guided Workflow in the top right corner.

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3. You can start by giving a name to the Guided Workflow. You have the option to provide a description of the Guided Workflow being created.

4. Additionally, you can specify the user/user groups/workspaces with whom you intend to share this particular Guided Workflow. 

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   • Name: Any name that you want to give to your Guided Workflow. 

   Note: This is the only mandatory field on this window. 

   • Folder: If you want to add the Guided Workflow to any preconfigured folder, choose the folder from the dropdown. 
   • Description: You can give an appropriate description to the Guided Workflow. 
   • Tags: Labels applied to workflows, users, or content within the Guided Workflow Manager to categorize, organize, and simplify searching and filtering.
   • Additional Languages: This field enables you to create and manage guided workflows in multiple languages, ensuring accessibility and a tailored experience for diverse audiences.

   
   

   Note: This feature is applicable only to Customer Facing Guided Workflow. 

   • Hide Close Button in Quick Window and Third Pane Views: Turn this on to hide the close button from this Guided Workflow when opened in the quick-view window and the third pane.
   • Visible in all workspaces: You can enable this checkbox, which will make the Guided Workflow visible in all workspaces and to all users. If you enable this toggle, the fields to map the workspace, user, and user group will be disabled. 
   • Workspaces: Dedicated areas within the Guided Workflow Manager where users or groups can collaborate on specific workflows, maintaining organization and focus on targeted projects.
   • User: An individual with access permissions to the Guided Workflow Manager, able to create, manage, and interact with workflows based on assigned roles.
   • User Groups: Collections of users grouped by similar roles or permissions, enabling streamlined access control and workflow management across teams.
   • Execution Visibility Conditions: If you enable this toggle, you can add multiple conditions for the visibility of Guided Workflow. The Guided Workflow will only be visible for execution in the platform if the added conditions are satisfied. 
   • Background Image: Users can add a customizable visual element that enhances the user interface by providing a relevant, branded, or aesthetically pleasing backdrop within the Guided Workflow Manager.

   Note: This is applicable for the Guided Workflow embedded in Sprinklr Community.