To create a workflow, complete the steps below:
- Navigate to Workflow → Workflow Editor.
- Click New.
- Fill in the form fields and click Create.
The workflow is created and ready to be configured. You can add activities, transitions, exits, define exit conditions, and so on.
To define additional workflow properties, complete the steps below.
- In the burger menu, select Properties.
- Fill in the fields.
- Click Save to apply the changes.
- Add activities to configure the workflow.
| Field | Mandatory | Description |
|---|---|---|
| Name | Y | Specify the workflow name. |
| Active | N | Select this checkbox to activate the workflow. When a workflow is created, this checkbox is selected by default. |
| Description | N | Add a brief process description. |
| Table | Y | Select the table to apply the workflow. |
| Condition Type | N | Specify the type of the 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. |
