Using the Quick Workflow, you can create a workflow with the help of tasks (manual activities), conditions, sub processes, custom service groups, branching rules and end nodes.

1. On the Quick Workflows page, click Create new workflow. The Kofax TotalAgility Quick Workflow page opens in a new browser tab.

   Alternatively, click New if you are on the Kofax TotalAgility Quick Workflow list page.

   The Quick Workflow Designer opens.

2. Configure the Workflow Details, Workflow, Key Data and Collaboration tabs to create a Quick Workflow.
   1. Provide workflow details.
   2. Create variables.
   3. Update workflow settings.
   4. Configure a workflow.
   5. Add key data.
   6. Add a collaboration note.

   Note A red dot on any of the tabs indicates the configuration is incomplete or invalid.

3. You can either save the workflow and publish it later or publish the workflow now.

   • To save the workflow, click Save.

     The workflow is saved in the current user's working category with the version 0.01 (minor version). You can chnage the category if needed. See Update Quick Workflow settings.

   • To publish the workflow, click Publish.

     The workflow is published with a major version 1.0.0.

     The business process is released and Create new job form, work type, work queue queries and job queries are generated. If a process, form, work type, work queue query or job query exists with the same name, you are required to enter a different name.

   These artifacts are named based on the Quick Workflow name with a suffix of the item name. For example, for QW1, the Create new job form is generated and saved as 'QW1CNJ.form' .

4. To close the workflow, click Close on the Workflow Designer.

   On confirmation, the workflow is closed.