# Workflow Design

The Workflow Design area is where you define the **structure and content** of a workflow.

{% hint style="info" %}
Use this section to configure everything except the **Workflow** tab.

For states, stages, transitions, and automation, continue with [Workflow Logic](/surecloud-docs/documentation/designer-hub/workflow-logic.md).
{% endhint %}

### What's in this section

<table data-view="cards"><thead><tr><th>Title</th><th>Description</th><th data-card-target data-type="content-ref">Target</th></tr></thead><tbody><tr><td><strong>Properties</strong></td><td>Set the workflow name, description, and role permissions.</td><td><a href="/spaces/p7T8DIv13tA4h2Y49bOp/pages/9ko0ORXYR7gcFxrM6BDr">/spaces/p7T8DIv13tA4h2Y49bOp/pages/9ko0ORXYR7gcFxrM6BDr</a></td></tr><tr><td><strong>Attributes</strong></td><td>Define the fields stored on each record, including types and fixed attributes.</td><td><a href="/spaces/p7T8DIv13tA4h2Y49bOp/pages/83y9sWmAPAuOghOvftbO">/spaces/p7T8DIv13tA4h2Y49bOp/pages/83y9sWmAPAuOghOvftbO</a></td></tr><tr><td><strong>Linked Entities</strong></td><td>Connect related workflows so records can be linked and referenced together.</td><td><a href="/spaces/p7T8DIv13tA4h2Y49bOp/pages/Gg5DR1n1RQMPoAMMPOrg">/spaces/p7T8DIv13tA4h2Y49bOp/pages/Gg5DR1n1RQMPoAMMPOrg</a></td></tr><tr><td><strong>Question Sets</strong></td><td>Configure questionnaires and assessments, including review settings.</td><td><a href="/spaces/p7T8DIv13tA4h2Y49bOp/pages/S5Gy7ZnB1pOISB4kWhO4">/spaces/p7T8DIv13tA4h2Y49bOp/pages/S5Gy7ZnB1pOISB4kWhO4</a></td></tr><tr><td><strong>Views</strong></td><td>Design the record layout shown to users at each state or stage.</td><td><a href="/spaces/p7T8DIv13tA4h2Y49bOp/pages/eSX59gSE5rw4TI0uVuII">/spaces/p7T8DIv13tA4h2Y49bOp/pages/eSX59gSE5rw4TI0uVuII</a></td></tr><tr><td><strong>Notifications</strong></td><td>Create email templates used by workflow actions and events.</td><td><a href="/spaces/p7T8DIv13tA4h2Y49bOp/pages/3LViJmeeyhegEb0jiegJ">/spaces/p7T8DIv13tA4h2Y49bOp/pages/3LViJmeeyhegEb0jiegJ</a></td></tr></tbody></table>

### Where to start

If you're building a workflow for the first time, use this order:

{% stepper %}
{% step %}

### Properties

Set the workflow name, description, and permissions.
{% endstep %}

{% step %}

### Attributes

Add the fields you want to capture on each record.
{% endstep %}

{% step %}

### Linked Entities

Link any related workflows you want users to reference.
{% endstep %}

{% step %}

### Question Sets

Add questionnaires or assessments if needed.
{% endstep %}

{% step %}

### Views

Design the layouts users will see at each stage.
{% endstep %}

{% step %}

### Notifications

Set up any email templates the workflow needs.
{% endstep %}

{% step %}

### Workflow Logic

Configure states, stages, transitions, and automation in [Workflow Logic](/surecloud-docs/documentation/designer-hub/workflow-logic.md).
{% endstep %}
{% endstepper %}


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