Workflow Automation
Work that happens because something happened, without anyone doing it.
18 steps · 7 questions · 3 screens on this shelf
The screens on this shelf
Records
Workflows
A trigger, a condition and a list of steps. Run one by hand to see exactly what it would do before letting an event drive it.
Open
View
Workflow Runs
Every run, with the step log underneath it. Open one to see which step stopped it and why.
Open
Records
Workflow Approvals
A workflow that needs a human waits here. Deciding it releases the run — or stops it.
Open
Progress is kept in this browser only — it is not sent anywhere and nobody else can see it.