How to Manually Create a Web-Workflow
This document outlines how to create a web workflow without the use of the web recorder plugin. This document also assumes that you have read and are familiar with the document pertaining to the the workflow editor located here.
This document also assumes that you have the most up to date version of SSO installed. (At the time this document was written, SSO version is 4.6.0)
Note: if you require an upgrade for SSO, please contact our support team for assistance and either open a case at kaseya.zendesk.com
While the web recorder is a powerful tool, there exists certain circumstances where it is simply unable to create the workflow correctly, therefore resulting in a workflow that does not function, which in turn requires the workflow to be created manually.
More information on the web recorder located here.
Key Workflow components
Component mapping and creating a workflow
Uploading for Testing in SSO
Additional settings / components