Applications and Applets
Workflow
Create and Update Workflow
2 min
before you begin creating workflow, you should have a clear idea of the process you want to design this includes understanding the many conditions and workflow actions you have available to you as you build your workflow, you'll create branches of conditions and workflow actions icon definition creates a new condition creates a new workflow action disables the branch, condition, or workflow action deletes the branch, condition, or workflow action to create or update workflow open an applet or application, then select the workflow icon from the toolbar the application's workflow opens with a default start icon, which can be followed by multiple conditions, including the default condition, default action the default action only evaluates to true the very first time that a workflow is carried out on a new record for records created by a client script, the default action is carried out just after the record is first submitted to add a new condition, select the start icon (the root of the workflow) and then click the icon for create a new condition next you will begin to define the decision points of the workflow from the condition you just created open an applet or application, then select the workflow icon from the toolbar the application's workflow opens with a default start icon, which can be followed by multiple conditions, including the default condition, default action the default action only evaluates to true the very first time that a workflow is carried out on a new record for records created by a client script, the default action is carried out just after the record is first submitted to add a new condition, select the start icon (the root of the workflow) and then click the icon for create a new condition next you will begin to define the decision points of the workflow from the condition you just created on condition, provide a name and then indicate the field(s) from the applet or application that are part of the process you are designing click add additional condition to add more than one condition to the flow once you add an additional condition, specify how the conditions relate to each other by setting the evaluation type click save to save the condition next, you will add actions to your condition select the condition you just created and then click the icon to create a new action on action, name the workflow action, then select the action type the editable fields vary depending upon the workflow action type that you select for detail on setting up the various actions, see select action type click save