The new Workflows feature provides a flexible and automated framework for monitoring key events. It allows you to define triggers and actions that respond dynamically to changes in your data. Currently, the available action is adding a flag when a record is created or updated, with more actions coming in the future.
Accessing Workflows
To get started:
- Make sure you have at least one flag created
- See our article on creating flagsfor more information
- Go to Admin > Workflows
- Click + New Workflow to create a workflow
- Name the Workflow
Defining Triggers
Workflows begin with a trigger - an event that starts the workflow. Currently available trigger types include (More trigger types will be added in the future):
- Record Created
- Record Updated
- After choosing a trigger, define the criteria for when the workflow should activate by selecting the record type(s) or choose to Select all, then click Save:
- To return to the Criteria page, click the Trigger box in the diagram. To go back to Actions, click the Action box. To navigate back to the Trigger, return to the Criteria page and click 'Change Trigger'.
Configuring Actions
Once your trigger is set, define the action that should follow. At this time, the only action is to add a flag to the affected record. Then, select the flag you would like to use under Action Properties.
For example:
- A new company is created.
- The workflow adds a Warning flag to that company.
- A description can be added to provide context for the flag.
Publishing the Workflow
When you’re finished configuring the workflow, click Publish. The workflow will now run automatically whenever the defined trigger conditions are met.