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Create a Workflow

  1. Login to Admin+.
  2. Choose Workflows on the left navigation menu.
  3. Click on New Workflow in the top right corner.
  4. Select From Scratch.
  5. Give the workflow a Name and Description.
  6. Select a Trigger Type: Schedule, Specific Date or Subscription.
    • Subscription will require an Activity/Event selection to initiate the Workflow.
  7. Click Next: Conditions and Actions.
  8. Configure a Conditional.
    • The Conditional is the logic used for the Subscription to run.
    • A Conditional can be joined to another using 'AND/OR' statements.
      • 'AND' will require the data to meet all conditions.
      • 'OR' will require the data to meet only one condition.
  9. Set the Action.
    • The Action is what will execute when the Trigger occurs and Conditionals are met.
    • A single workflow can include multiple Actions.
  10. Select Next: Review in the top right when all Conditions and Actions are set.
  11. Finally, click Enable in the top right to activate the workflow.

Congratulations on creating an active workflow!