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Workflows & Rules

Workflows & Rules

Explore how to use the multiple capabilities of workflows.

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10 articles in this collection
Written by Paige Breen and Henry Roberts

Workflows - User Guide

Begin with an overview on the multiple parts of workflows.
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Written by Henry Roberts
Updated over a week ago

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.
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Written by Paige Breen
Updated over a week ago
What are Workflows?

How Workflows Work

Introduce yourself to the different pieces of workflows.
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Written by Henry Roberts
Updated over a week ago

How to Create a Workflow

Learn about the different steps necessary to create a workflow.
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Written by Henry Roberts
Updated over a week ago

How to Manage a Workflow

Learn how to manage, edit, and view people in your workflow.
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Written by Henry Roberts
Updated over a week ago
Workflow Specifications

Triggers

Explore what initiates users into a workflow.
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Written by Henry Roberts
Updated over a week ago

Steps

Explore the building blocks of a workflow.
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Written by Henry Roberts
Updated over a week ago

Actions

Learn about workflow actions.
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Written by Henry Roberts
Updated over a week ago

Delays

Learn about using delays between workflow steps.
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Written by Henry Roberts
Updated over a week ago

Conditions

Learn to fine-tune workflows through conditions.
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Written by Henry Roberts
Updated over a week ago