Adding a new workflow
To add a workflow, open the Admin module:
In the Admin module, click 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.
See Manage workflows to automate tasks for best practices when adding workflows.
Add a new workflow
To add a new workflow, click Add > New workflow:
The New workflow screen is displayed:
Enter the name and description of your workflow, and click Save. The new workflow is saved as a Draft and the Create rule screen is opened:
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.
Individual rules configured in a workflow may also be activated or disabled. When you activate a rule, a notification informs you if the parent workflow is not yet active.
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 click 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.
