Create a Workflow
- Login to Admin+.
- Choose Workflows on the left navigation menu.
- Click on New Workflow in the top right corner.
- Select From Scratch.
- Give the workflow a Name and Description.
- Select a Trigger Type: Schedule, Specific Date or Subscription.
- Subscription will require an Activity/Event selection to initiate the Workflow.
- Click Next: Conditions and Actions.
- 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.
- Set the Action.
- The Action is what will execute when the Trigger occurs and Conditionals are met.
- A single workflow can include multiple Actions.
- Select Next: Review in the top right when all Conditions and Actions are set.
- Finally, click Enable in the top right to activate the workflow.
Congratulations on creating an active workflow!
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Categories: Workflow