--- title: "Create Workflows" slug: "design-workflows" tags: ["workflow", "automation", "agent form"] updated: 2026-06-25T07:37:15Z published: 2026-06-25T07:37:15Z canonical: "knowledge.lightico.com/design-workflows" --- > ## Documentation Index > Fetch the complete documentation index at: https://knowledge.lightico.com/llms.txt > Use this file to discover all available pages before exploring further. # Create Workflows In this article, you’ll learn the basics of building a Workflow by adding and connecting key elements like forms, documents, identity verification steps, and conditional logic. This overview covers how to structure and save a complete, automated Workflow. For details on configuring each individual element, refer to the dedicated articles linked throughout. For an introduction to Lightico Workflows, see [Introduction to Workflows](/v1/docs/getting-started-with-automated-workflows). 🎦 Watch related video: [Workflow - Part 3: Designing the Workflow](/v1/docs/workflow-part-3) --- ## Create a new Workflow **To create a new Workflow:** 1. In the Admin Center, click **Create a new Workflow**. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(343).png) A new Workflow canvas opens. 2. Name the Workflow and click **Save draft**. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(344).png) 3. Select a folder and click **Save** at the bottom of the window. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(345).png) 4. Add items to your Workflow in one of the following 2 ways: - From the left pane, under **Insert** drag the item to the desired location on the canvas. - On the canvas, right-click the desired location and select the relevant item from the menu. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/2024-05-30_16-17-45(1).PNG) 5. Select an item to edit it in the right panel and context menu. For specific details about adding and configuring each item, see [below](/v1/docs/design-workflows#add-workflow-items). ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(56).png) 6. Connect your Workflow items by selecting an item and dragging a connector line to the next item in the Workflow. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/2024-06-03_16-08-21.gif) > [!NOTE] > To delete the connector, select it, and then click the red **x**. > > ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(49).png) 7. Drag the **End** item to the canvas and connect the last step to the **End** Item ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(50).png) > [!TIP] > Tip > > For information about configuring End steps, see [Configure Workflow end steps](/v1/docs/configure-workflow-end-steps). 8. Click **Publish**. Note Only a complete Workflow can be published. To save a draft without making the changes available to agents or to save changes without publishing them, click **Save Draft**. Also, see [Restoring a previous version](/v1/docs/design-workflows#restoring-a-previous-version). ### Duplicate a Workflow You may need to create a new Workflow based on a previously designed one. You can easily do this by creating a copy of the original and editing it. **To duplicate a Workflow:** 1. In the Workflow directory page, select **Duplicate** from the menu of the Workflow to be duplicated. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_1e604613.png) The **Edit Workflow name** window appears. 2. Change the Workflow name if desired and click **Duplicate**. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_1e609a9b.png) The file is duplicated and appears in the directory. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_1e61a5f1.png) ## Add Workflow elements You can add the following types of elements to a Workflow: > [!TIP] > Follow the links to learn more about configuring additional settings for each element. - [Form](/v1/docs/add-forms-to-a-workflow) - [PDF Template](/v1/docs/add-pdf-templates-to-a-workflow) - [Dynamic Document](/v1/docs/add-dynamic-documents-to-a-workflow) - [Document Request](/v1/docs/add-document-requests-to-a-workflow) - [External Document](/v1/docs/add-external-documents-in-a-workflow) - [Custom integration](/v1/docs/add-a-custom-integration-step-to-a-workflow) - [Payment](/v1/docs/add-a-payment-step-to-a-workflow) - [Customer verification](/v1/docs/customer-authentication-as-a-workflow-step) - [Conditional elements](/v1/docs/add-conditional-workflow-elements) ## Restoring a previous version Every time you publish a Workflow, a new version is created and the previous version is saved. You can view all version information in the **Version history** tab on the left side of the Workflow builder. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(53).png) **To restore a previous version:** Click the version you would like to restore. The selected Workflow appears on the canvas. > [!NOTE] > **Note** > > If you have unsaved changes, a message appears asking you to save them before you exit. ## Define how Workflow documents are saved You can define whether each document in a Workflow is saved as its own file or if all the documents are combined into one PDF. This affects the following processes: - Automatic saving of the Workflow in the system - Downloading a draft before the Workflow is completed - Downloading a completed Workflow - Saving an initial copy of a campaign Workflow (see [Run a campaign](/v1/docs/run-a-campaign)) > [!NOTE] > Note > > These settings can also be configured according to team. Team settings override System settings. For more information, see [Define unique team settings](https://knowledge.lightico.com/docs/use-session-settings-from-a-different-team). **To combine all documents in a Workflow into one PDF:** In system settings, under **Session > Tools > Workflow**, turn on the **Combine PDF** toggle. > [!TIP] > **Tip** > > We recommend defining a watermark for all incomplete documents to make it clear that they are drafts and not completed. See [Allow agents and customers to download incomplete documents](https://knowledge.lightico.com/docs/en/document-handling#allow-agents-to-download-completed-documents). Area of the Lightico platform where you will find all settings, user management, and asset configuration pages. Access to this area is defined by a user's role and permissions.