Workflows & Rules
Explore how to use the multiple capabilities of workflows.
10 articles in this collection
Written by Paige Breen and Henry Roberts
Written by Paige Breen and Henry Roberts
Workflows - User Guide
Begin with an overview on the multiple parts of workflows.
Written by Henry Roberts
Updated yesterday
Updated yesterday
Why is a user not in the Workflow?
This page covers what to check when a user is not going through Workflow steps as expected.
Written by Paige Breen
Updated over a week ago
Updated over a week ago
What are Workflows?
How Workflows Work
Introduce yourself to the different pieces of workflows.
Written by Henry Roberts
Updated yesterday
Updated yesterday
How to Create a Workflow
Learn about the different steps necessary to create a workflow.
Written by Henry Roberts
Updated yesterday
Updated yesterday
How to Manage a Workflow
Learn how to manage, edit, and view people in your workflow.
Written by Henry Roberts
Updated yesterday
Updated yesterday
Workflow Specifications
Triggers
Explore what initiates users into a workflow.
Written by Henry Roberts
Updated yesterday
Updated yesterday
Steps
Explore the building blocks of a workflow.
Written by Henry Roberts
Updated yesterday
Updated yesterday
Actions
Learn about workflow actions.
Written by Henry Roberts
Updated yesterday
Updated yesterday
Delays
Learn about using delays between workflow steps.
Written by Henry Roberts
Updated yesterday
Updated yesterday
Conditions
Learn to fine-tune workflows through conditions.
Written by Henry Roberts
Updated yesterday
Updated yesterday