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To define additional workflow properties, please complete the steps below.
- In the hamburger burger menu, select select Properties.
- Fill in the fields.
- Click Save to apply changes.
- Add activities to configure the workflow process.
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Field | Mandatory | Description | |||||||||
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Name | Y | Workflow Specify the 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 Add 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. |
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