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Workflow Customization Considerations

Trustible offers the following out-of-the-box workflows, which can be used and reviewed for insight into best practices when developing custom workflows.

 Use the three-dot menu to view, duplicate, or download the workflow fixture (JSON). We recommend reviewing the default Intake Workflow to understand the core building blocks used across workflows. For a deeper look at how the default Intake Workflow is structured, refer to the related knowledge article. 

wf1