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Role required: admin, wf_admin. |
To create a workflow,
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complete the steps below:
- Navigate to Workflow → Workflow Editor.
- Click New.
- Fill in the form fields and click Create.
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The workflow is created and ready to
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be configured. You can add activities, transitions, exits, define exit conditions, and so on.
To define additional workflow properties,
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complete the steps below.
- In the burger menu, select Properties.
- Fill in the fields.
- Click Save
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- to apply the changes.
- Add activities to configure the workflow
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- .
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| Field | Mandatory | Description |
|---|---|---|
| Name | Y | Specify the workflow name. |
| Active | N | Select this checkbox to |
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activate the workflow |
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. When a workflow is created, this checkbox is selected by default. | ||
| Description | N | Add a brief process description. |
| Table | Y |
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| Select the table to apply the workflow. | ||
| Condition Type | N | Specify the type of the event that triggers the workflow. Available options:
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| Condition | N | Specify a trigger condition for this workflow. Use the |
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| condition builder to build complex AND/OR filters. |