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- Navigate to Workflow → Workflow Editor.
- Click New.
- Fill in the form fields and click Create.
A workflow is created and ready to configure. You can add activities, transitions, exits, define exit conditions, and so on.
To define additional workflow properties, please complete the steps below.
- Select Properties in the workflow burger menu.
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| Field | Description | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Name | Workflow name. | |||||||||
| Active | Select this checkbox to make workflow active or inactive. When a workflow is created, this checkbox is selected by default. | |||||||||
| 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 this workflow. Use the Condition Builder to build complex AND/OR filters. |
After When you are done, click Save or Save and Exit to apply changes. to apply changes or Cancel to discard them and get back to the workflow canvas.