The Workflow Task Builder Overview

The Task Builder is used to create the workflow (Task) that you want to use as an event rule Action.

To open the Task Builder

  1. In the administration interface, connect to EFT and click the Server tab.

  2. On the Server tab, click the Advanced Workflows node.

  3. In the right pane, the Advanced Workflows tab appears.

  4. In the right pane, click New. The Create a Workflow dialog box appears.

  5. In the What do you want to call this workflow box, specify a name for the Workflow, then click OK.

    6. The Workflow Task Builder appears.

For details of how to create or edit workflows, refer to Creating Workflows for Use in an Event Rule.