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To define additional workflow properties, please complete the steps below.

  1. In the hamburger burger menu, select select Properties.
  2. Fill in the fields.
  3. Click Save to apply changes.
  4. Add activities to configure the workflow process.

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FieldMandatoryDescription
NameYWorkflow Specify the workflow name.
ActiveN

Select this checkbox to make the workflow active or inactive. When a workflow is created, this checkbox is selected by default.

DescriptionNA Add a brief process description.
TableYChoose the table to apply the workflow.
Condition TypeN

Specify the type of event that triggers the workflow. Available options:

  • Auto – by record creating or updating (manual or scripted).
  • Manual – by calling the SimpleWorkflow.start(current) method, as shown in the example below:
Code Block
languagejs
themeEclipse
titleSimpleWorkflow.start
new SimpleWorkflow('159491114038814558').start(current); // workflowID


ConditionNSpecify a trigger condition for this workflow. Use the Condition Builder to build complex AND/OR filters.

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