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Role required: admin, wf_admin. |
To create a workflow, please complete the steps below:
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| Field | Mandatory | Description | |||||||||
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| Name | Y | 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 | 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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