The Workflow Builder module facilitates creating and managing new and existing workflows. It provides users with a WYSIWYG visual workflow editor for easy design and modification.
Additionally, the module provides users with the following features and information:
Search: Allows searching by workflow name.
Sort: Sort the workflows by name, type, or enablement status by clicking the table headers.
Add Workflow button: Enables the creation of new workflows using visual workflow editor.
The module displays workflow attributes such as workflow name, Type, Status, and if workflow is Active. Refer to the section below to learn more about these workflow properties.
Last Edited by: The name of the user who last saved the workflow.
Last Updated: Duration since the workflow was last saved.
Actions:
Click on a workflow record to view more workflow details.
Allows to use the Bin icon to Delete the workflow.
Workflow Details Sidebar
To update a workflow or its atributes, select the workflow record. It opens a sidebar with workflow details and options for editing, changing status, and version management.
The sidebar provides detailed information on the workflow's publication and versioning, including the publication date, versions, the user who published it, and the user who last saved the published version.
Under the Actions menu, the workflow details sidebar provides options for:
To trigger a workflow from an email, another workflow, or a system action, you need its workflow ID. The instructions below explain how to find the workflow ID for a specific workflow.
Instructions for using the ID in email notifications, are provided in the Email Notifications module.
