In Workflow Manager, use the drop-down in the upper-left to select a library. Select Create New Form in the upper-right corner to create a new form in the selected library.

Figure: Workflow Manager interface elements 1

The columns display the name, status, linked workflows through Power Automate, and the last modified date.

The Name column displays only published form names. The form name is the name that appears on the iManage Power Automate trigger form ID dropdown.

The Linked workflows column displays the name of the workflow that’s specified within the trigger.

Figure: Workflow Manager interface elements 2

Options available for forms in the kebab menu
For each form available in Workflow Manager, you can make further changes by selecting the kebab menu.

Figure: Kebab menu options available for a published form

Based on the status of the form, each form has its own set of options:

• Not published:

  • Edit

  • Make a copy

  • Publish

  • Delete

• Unpublished:

  • Edit

  • Make a copy

  • Publish

  • Delete

• Updates not published:

  • Edit

  • Make a copy

  • Publish

  • Unpublish

  • Delete

• Published:

  • Edit

  • Make a copy

  • Unpublish

  • Delete