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.

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.

  1. In the hamburger menu, select Properties.
  2. Fill in the fields.
  3. Click Save to apply changes.
  4. Add activities to configure the workflow process.

FieldMandatoryDescription
NameYWorkflow name.
ActiveN

Select this checkbox to make the workflow active or inactive. When a workflow is created, this checkbox is selected by default.

DescriptionNA brief process description.
TableYChoose the table to apply the workflow.
Condition TypeN

Specify the type of event that triggers the workflow. Available 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


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


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:

  • Main Log (sys_log)
  • Script Log (sys_log_script)
  • Exception Log (sys_log_exception)
  • Record Deletion Log (sys_record_deletion_log)
  • Import Set (sys_import_set)
  • Activity Feed Item (sys_activity_feed_item)
  • Email (sys_email)