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.