Before you begin

Role required: admin, wf_admin.

To create a workflow, please complete the steps below:

  1. Navigate to Workflow → Workflow Editor.
  2. Click New.
  3. Fill in the form fields and click Create.
  4. Select Properties in the workflow burger menu.

Fill in the fields of workflow properties form appeared at the right.

FieldDescription
NameWorkflow name.
Active

Select this checkbox to make workflow active or inactive.

DescriptionA brief process description.
TableChoose the table to apply the workflow.
Condition type

Specifies the type of event that triggers the workflow. Available choice options:

  • Auto - by record creating or updating (manual or scripted).
  • Manual - by calling the SimpleWorkflow.start(current) method, as shown in the example below:
new SimpleWorkflow('159491114038814558').start(current); // workflowID


ConditionSpecify a trigger condition for workflow. Use the Condition Builder to build complex AND/OR filters.

After you are done, click Save or Save and Exit to apply changes.