To create a workflow, please complete the steps below:
- Navigate to Workflow → Workflow Editor
- Click New
- Fill in the form fields and click Create
- Select Properties in workflow burger menu
Fill in the fields of workflow properties form appeared at the right.
| Field | Description |
|---|---|
| Name | Workflow name. |
| Active | Select this checkbox to make workflow active or inactive. |
| Description | A brief process description. |
| Table | Choose the table to apply the workflow. |
| Condition type | Specifies the type of event that triggers workflow. Available choice options:
SimpleWorkflow.start new SimpleWorkflow('workflowId').start(current);
|
| Condition | Specify a trigger condition for workflow. Use the Condition Builder to build complex AND/OR filters. |
After you are done, click Save.
