To create a workflow, please complete the steps below:
- Navigate to {your_instance_url}/workflow
- In the hamburger menu, click New.
Fill in the fields of the new workflow properties table appeared at the right.
| Field | Description |
|---|---|
| Name | New workflow name. |
| Active | Select this checkbox to make this workflow active or inactive. |
| Table | Choose the table to apply the newly created workflow. |
| Condition | Specify a trigger condition for this workflow. Use the Condition Builder to build complex AND/OR filters. |
| Condition type | Specify a condition type for this workflow. Available choice options:
|
After you are done, click Save.
