Create Workflow
Create Workflow
User can create a workflow to automate the process
To create a workflow
GO to settings
In setting, select Workflow
Click on +Workflow to add a new workflow
Select the workflow type as per requirement
In Automated flow, a workflow will start when a record is created, updated or deleted
In Scheduled flow, workflow will start automatically at a scheduled time
In Instant flow, workflow will start manually
Click on the automated flow
A pop up will appear
Select the option for which workflow will trigger
On Record Added: A workflow will trigger when a record will be added in the repository
On Record Removed: A workflow will trigger when a record will be removed from the repository
On Record Updated: A workflow will trigger when a record will be updated in the repository
On Email Received: A workflow will trigger when an email will received
Select the option On Record Added and click on Next
Click on the detail tab and add all the details
After adding all the details click on the workflow stages
In workflow stages, click on stages
In stages, go to the general tab
In general tab there are total 9 stages.
Approval
Select Approval stage
In the approval stage add all the details
After adding all details in the approval stage go to permission tab to select the permission of fields which will be editable, read-only and hidden for the user
The fields which are selected that will be editable and hidden for initiator
The fields which are selected that will be editable, read-only and hidden for initiator step-1
After adding all the permission go to finish tab
Click on the finish button to end the approval workflow
A new workflow will be added in the list
Add Record
To create a work flow for add record stage,
Select the Add record stage
In Add new record stage, add all the details and click on configure
Configure all the details and click on ok
Go to finish tab and click on finish button to save the workflow
Update Record
In update record user can update the existing record
Select update record in workflow stages
In the update record stage, add the details and click on the configure
Configure all the details and click on Ok
Go to finish tab
Click on the finish button to save the workflow
Approval task
User can add a workflow to approve the task
In general tab select the stage Task Approval
Condition
User can add a workflow on condition base
In general tab select the Condition stage
In the condition stage, click on the configure to set the condition
Configure the condition and click on Ok
After adding a condition configure the next stage
To add a stage click on the stage
Select the update record and click on Ok
In the stage select the update record stage, if the condition will fulfill, the record will updated
In update record add the stage name and click on configure
Configure the stage and click on Ok
Go to finish tab
Click on finish and save the workflow
For Each
When user has to add a record multiple time then For Each stage will add that multiple records
In Detail tab add all the details
Go to workflow stages
Select For Each stage in General tab
In for each select the repository and configure the condition
Configure the condition and click on Ok
To add a new stage click on the stage
Select the Update record stage
In update record, add stage name and click on configure
Configure the update record stage and click on Ok
Go to finish tab
Click on the finish button and save the workflow
Add Task
In add task workflow user can add a task for multiple employees
To add a task select the automated flow
Select the option On Record Added and click on Next
Click on the detail tab and add all the details
After adding all the details click on the workflow stages
In workflow stages, click on stages
In General tab Select the Add Task
Add the stage name and click on configure
Configure all the details and click on Ok
Go to finish tab
Click on the finish button and save the workflow
Add or Update Record
In Add or Update Record workflow user can add or update the multiple records
Select the automated flow
Select the option On Record Added and click on Next
Click on the detail tab and add all the details
Go to workflow stages, click on stages
In General tab Select the Add or Update Record
Add the stage name and click on configure
Configure all the details and click on Ok
Go to finish tab
Click on the finish button and save the workflow