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Role required: admin, wf_admin. |
To create a workflow, please complete the steps below:
- 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.
- In the hamburger menu, select Properties.
- Fill in the fields.
- Click Save to apply changes.
- Add activities to configure the workflow process.
| Field | Mandatory | Description | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Name | Y | Workflow name. | |||||||||
| Active | N | Select this checkbox to make the workflow active or inactive. When a workflow is created, this checkbox is selected by default. | |||||||||
| Description | N | A brief process description. | |||||||||
| Table | Y | Choose the table to apply the workflow. | |||||||||
| Condition Type | N | Specify the type of event that triggers the workflow. Available options:
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| Condition | N | Specify a trigger condition for this workflow. Use the Condition Builder to build complex AND/OR filters. |