Getting Started with Workflow

accessing the workflow builder for applications navigate to administrator > applications & applets select the application you want to configure click the workflow icon on the application builder toolbar for applets navigate to administrator > applications & applets select the application containing the applet open the applet you want to configure click the workflow icon on the applet builder toolbar workflow builder interface the workflow builder provides visual canvas tree view of your workflow structure zoom controls zoom in/out to focus on specific sections collapse/expand collapse or expand branches to focus on specific sections search functionality search for specific conditions or actions node editor configure conditions and actions in the right panel navigating the workflow builder searching to search for a condition or action place your cursor in the search field enter a term from the name of the condition or action turbine locates each instance, highlights it, and brings up the editable window if multiple instances exist, use the arrows to navigate between them selecting nodes click a node select a condition, action, or stage to view/edit its configuration node editor panel configuration options appear in the right panel when a node is selected creating and updating workflow 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 workflow builder icons the workflow builder uses the following icons condition icon creates a new condition action icon creates a new workflow action disable icon disables the branch, condition, or workflow action (without deleting it) delete icon 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 actions the default actions stage always evaluates to true , meaning actions in this stage will always execute this is useful for actions that should run every time the workflow executes, such as initial field setup, default visibility settings, or actions that should always apply 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 (and or or) 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 /workflow actions md click save managing conditions and actions disable click the disable icon to disable a branch, condition, or workflow action without deleting it this allows you to temporarily disable workflow logic for testing or troubleshooting delete click the delete icon to permanently remove a branch, condition, or workflow action testing your workflow save your workflow create or open a record that matches your conditions verify that actions execute as expected related documentation /workflow overview\ md introduction to workflow concepts /creating conditions md detailed guide on creating conditions /workflow actions md complete guide to all workflow action types /advanced workflow topics md execution details and advanced concepts