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To create a workflow, please complete the steps below:
- Navigate to {your_instance_url}/workflowto Workflow → Workflow Editor;
- Click New.
- Fill in the form fields and click Create.
- Select Properties in workflow propertiesIn the hamburger menu, click New.
Fill in the fields of the new workflow properties table appeared at the right.
| Field | Description | ||
|---|---|---|---|
| Name | New workflow name. | ||
| Active | Select this checkbox to make this workflow active or inactive. | ||
| Description | A brief process description. | ||
| Table | Choose the table to apply the newly created workflow. | ||
| Condition type | Specify a condition type for this workflow. Available choice options:
| ||
| Condition | Specify a trigger condition for this workflow. Use the Condition Builder to build complex AND/OR filters. | Condition type | Specify a condition type for this workflow. Available choice options: |
After you are done, click Save.