Workflows
Last updated
Last updated
The Workflows are Custom Business Process. It Is similar to a trigger having features that includes task dependencies, precise time management.
To add a new Workflow, Select the Workflows in the App Tree (left-side panel), click on + Add New Workflow.
Trigger Table – (Menu) – It is the primary Table from which the workflow will execute.
Workflow Name – Enter the Name of the Trigger. (Must be Unique)
Trigger Type - Select the type of Trigger from Condition Based, Schedule Based, Click Based.
Schedule Based - Schedule trigger requires a condition and schedule frequency options be set.
Condition Based - Condition trigger requires a condition filter. The system monitors for the condition and will automatically trigger the rule when met
Click Based - Click trigger rules are manually triggered upon a user click button on the dashboard.
Workflow Owner – Allows to Select Owner of workflow to whom the workflow is designated.
Workflow Due Date – Allows to set a due date of the workflow.
Active – Allows to temporarily disable the workflow by unchecking it.
Review existing Workflows in the Workflows Menu.
Click on the edit icon below the Action to edit an existing Workflow.
Click on the delete icon below the Action to delete an existing Workflow.
Notes:
Every Workflow must have a unique name.
A Workflow can be implemented on any table by going into the header options.
