You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »

Role required: admin, wf_admin.

To create a workflow, complete the steps below:

  1. Navigate to Workflow Workflow Editor.
  2. Click New.
  3. 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.

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

FieldMandatoryDescription
NameYSpecify the workflow name.
ActiveN

Select this checkbox to activate the workflow. When a workflow is created, this checkbox is selected by default.

DescriptionNAdd a brief process description.
TableYSelect the table to apply the workflow.
Condition TypeN

Specify the type of the 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 following example:
SimpleWorkflow.start
new SimpleWorkflow('159491114038814558').start(current); // workflowID
ConditionNSpecify a trigger condition for this workflow. Use the condition builder to build complex AND/OR filters.


  • No labels