Configure Workflow

The Workflow tab is where you design the workflow steps using a variety of workflow actions. This tab provides an intuitive interface for creating automated processes by visually arranging and connecting different workflow actions.

Key Components

1. Builder Workspace: The area where you visually construct your workflow. You can drag and drop workflow actions from the Workflow Actions Panel into the workspace, arrange them, and define their interactions to model complex processes.

2. Workflow Actions Panel: Located on the right side of the screen, this panel contains all the available workflow actions that can be used to build your workflow. The actions are organized into categories for easier navigation.

Categories and Actions

1. Entity Actions

   • Get Entity Record: Retrieve a specific record from an entity.

   • Delete Entity Record: Remove a record from an entity.

   • Create Entity Record: Add a new record to an entity.

   • Update Entity Record: Modify an existing record in an entity.

   • Get Entity Record by Reference: Retrieve a record based on a reference ID.

   • Execute Query: Run a query to fetch data.

2. Control Actions

   • Condition: Evaluate conditions to control the flow of the workflow.

   • Iterator: Loop through a list of items or data.

3. Notification Actions

   • Send Email: Dispatch an email as part of the workflow.

4. Error Action

   • Raise Error: Trigger an error to handle exceptional cases.

5. File Actions

   • Upload File: Upload a file to a file property under an entity in the system.

6. Lookup Actions

   • Create Lookup: Define a lookup record.

   • Get Record: Retrieve a record from a lookup.

7. Configurations Actions

   • Get Configuration: Fetch configuration settings.

   • Update Configuration: Modify configuration settings.

8. Variable Actions

   • Initialize Variable: Define a new variable of complex type for use in the workflow.

   • Set Variable Values: Assign values to existing complex variables.

   • Initialize and Set Primitive Variables: Initialize and set values for primitive data types.

9. Security Actions

   • Register User: Create a new user account.

   • Request Password Reset: Initiate a password reset process.

   • Reset Password: Set a new password for a user.

   • Request User Verification: Ask for user verification.

   • Verify User: Confirm user identity.

   • Update User Role: Change the role assigned to a user.

With these components and actions, the Workflow Builder tab enables you to design robust workflows that automate tasks and manage processes efficiently.