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Role required: admin, wf_admin. |
To create a workflow, please complete the steps below:
- Navigate
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- 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,
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- select Properties.
- Fill in the fields
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- .
- Click Save to apply changes.
- Add activities to configure the workflow process.
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| Field | Mandatory |
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| Description | |
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| Name | Y |
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| Workflow name. | ||
| Active | N | Select this checkbox to make |
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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 |
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| 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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Specify a condition type for this workflow. Available choice options:
- None;
- Run always.
| Note |
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The server-side business logic may not work for system tables if the creation or updating of records is initiated by the backend. For example, an Import Set is created as part of loading an Import Source, or an Email is created as a result of a notification rule, and so on. A list of table examples for which server-side business logic may not work:
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