To create a workflow, please complete the steps below:
- Navigate to Workflow → Workflow Editor.
- Click New.
- 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.
- In the hamburger menu, select Properties.
- Fill in the fields.
- Click Save to apply changes.
- Add activities to configure the workflow process.
| Field | Mandatory | Description |
|---|---|---|
| Name | Y | Workflow name. |
| Active | N | Select this checkbox to make the workflow active or inactive. When a workflow is created, this checkbox is selected by default. |
| Description | N | A brief process description. |
| Table | Y | Choose the table to apply the workflow. |
| Condition Type | N | Specify the type of event that triggers the workflow. Available options:
SimpleWorkflow.start new SimpleWorkflow('159491114038814558').start(current); // workflowID
|
| Condition | N | Specify a trigger condition for this workflow. Use the Condition Builder to build complex AND/OR filters. |
