Start Step
The Start step is where every workflow begins. When someone kicks off a new process, this is the first step that runs. It creates the process, shows a form to the user, and then moves the flow forward.
Every workflow must have exactly one Start step.
Configuring the Start Step
When you click on the Start step in the canvas, the properties panel opens on the right side. Here you can set up everything the step needs.
Properties Section
| Field | What it does |
|---|---|
| Label | A display name for this step on the canvas. |
| Step ID | A unique identifier for this step (auto-generated, but you can change it). |
Actions Section
Actions are the buttons the user sees on the start screen. You need at least one action with the type start so the user can launch the process.
For each action, you set:
- Action type -- must be "start" for the initial action.
- Custom type -- an optional custom identifier.
- Label -- the button text the user sees (for example, "Start Process").
- Roles -- which roles are allowed to click this button.
Step-by-Step Setup
- Drag the Start step from the toolbox onto the canvas.
- Click on it to open the properties panel on the right.
- In the Actions section, add an action with type "start", give it a label like "Start Process", and pick the roles that should see the button.
- Draw a connection from the Start step to the next step in your workflow.