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Building a workflow

Define a sequence of actions​

Once you've created a workflow, you can build a sequence of actions for it to perform when triggered. Select the workflow to view its details and then select Edit in the action bar.

New workflows start out with just their root node.

How the root node looks for each workflow type

Add an action​

To add an action node to the sequence:

  1. Select the preceding node that you want to build from. This can be the root node or another action node.

  2. Select the Add action button that appears beside it.

Adding an action node to the root node
  1. Choose an action in the left panel. Use the tab bar to switch between the different categories. The actions available depend on the output of the preceding node, see Actions.
Available actions in the left panel
  1. Configure the new action's attributes in the right panel. Fill in the displayed fields as needed. Those marked with an asterisk * require a value to continue. Select Validate and then Save to finish.
Note

Fields marked with can accept a dynamic value.

The new action's attributes in the right panel
The new action as it appears in the sequence

Create a branch​

You can continue adding actions to the latest node in the sequence.

A third action has been added to the sequence

You can also select any other node in the sequence and build a new branch from that!

The Add Action button beside a node within the sequence
Nodes can have any number of branches...
A complex workflow with many branches

Branch execution​

Branches are effectively executed simultaneously, rather than the order they appear. However, if a branch depends on the output of an action from another branch, the process will pause until that output is available.

By using actions creatively, it's possible to implement some conditional logic.

For example, imagine an event workflow with multiple branches. To make the branches conditional, each branch starts with a Filter action that requires a specific value for a specific attribute. When an item triggers the workflow, the value it holds for that attribute determines which branch is executed.

An event workflow with three branches, each starting with a Filter action

Delete an action​

To delete an action, and any actions that branch off from it, select the action to view its details and then select Delete in the action bar. If an error notification appears, it may be because another action is linked to the action's output.

Caution

Deletions can't be undone, so please think carefully before doing so!

Enable the workflow​

All workflows are created in a disabled state, to prevent any accidental triggering while you're building them!

When the workflow is ready to use:

  1. Select the root node to view its details in the right panel.

  2. Select Edit in the action bar.

  3. Set the workflow's Enabled field and then select Save.

Repeat this to disable the workflow at any point.