Workflow

Add a workflow

Adding a new workflow

To add a workflow, open the
Admin
 module.
In the
Admin
 module, select
Rule builder
 in the
Workflow
 section.

The Workflows screen

This displays the
Rule builder
 screen.
This screen lists existing workflows (if any have been built) and allows you to add new ones.

Add a new workflow

To add a new workflow, click
Add
 >
New workflow
.
The
New workflow
 screen opens.
Enter the name and description of your workflow, and select
Save
. The new workflow is saved as a
Draft
 and the
Create rule
 screen opens.
After creating a workflow, add rules to define what it does (actions) and when it does it (triggers and conditions).

Activating a draft workflow

After adding and configuring rules, return to the
Rule builder
 screen to change the status of your
Draft
 workflow to
Active
 .
Click the
More actions
 icon, then select
Activate
.

Managing a workflow

After a workflow is created (even if it is empty), you have access to the
More actions
 menu for each workflow listed in the
Rule builder
 screen.
The options are as follows:
  • Edit
     - open the
    Create rule
     screen to edit the rules in your workflow
  • Activate
     - changes the status from
    Draft
     (or
    Disabled
     ) to
    Active
     ; all rules will trigger actions as configured. If you select
    More actions
     for an active rule, you can instead
    Disable
     the rule:
    • Disable
       - temporarily stop an active workflow, no rules contained in that workflow (with triggers and actions) will run until Activate is selected
  • Delete
     - allows you to permanently delete the workflow, including all rules and configuration
  • Clone
     - allows you to create a copy of the workflow. Once a workflow is cloned, the status of the new workflow will be set to Validate, and it will not trigger until the status is set to Active..