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- Navigate to Workflow → Workflow Editor.
- Click New.
- Fill in the form fields and click Create.
- Select Properties in the workflow burger menu.
Fill in the fields of workflow properties form appeared at the right.
Field | Description | |||||||||
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Name | Workflow name. | |||||||||
Active | Select this checkbox to make workflow active or inactive. | |||||||||
Description | A brief process description. | |||||||||
Table | Choose the table to apply the workflow. | |||||||||
Condition type | Specifies the type of event that triggers the workflow. Available choice options:
| |||||||||
Condition | Specify a trigger condition for workflow. Use the Condition Builder to build complex AND/OR filters. |
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