Creating a Workflow
  • 09 Jan 2024
  • 1 Minute to read
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Creating a Workflow

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Article Summary

This section describes how to create a workflow with a triggering Event or Action in the top node, and continuing with any number of routes and subroutes, which are composed of Enforcement Actions, Action Conditions, Events, and Event Conditions.

To create a workflow

  1. Click the Enforcement Center EC_Icon icon on the left navigation panel. The Enforcement Center page opens.

  2. In the Create Enforcement Set menu, click Create Workflow.
    CreateEnforcementSetMenu

  3. In the New Workflow screen that opens, click the Workflow Settings icon WorkflowSettingsIcon, and in the Workflow Settings pane, type a meaningful Workflow name. The name appears in the Workflow pane.
    WFSettingsTriggers

  4. In the Workflow canvas pane, select and configure the Workflow trigger. The Workflow trigger type can be Event (default) or Action.

  5. Continue adding components to the workflow. Hovering over the + icon under a workflow component reveals the components that you can add:

    • Click + Add Action to add an Action node, and then select and configure an Action.
    • Click + Add Event to add an Event node, and then [select and configure an Event]](/docs/configuring-a-workflow-event).
    • Click + Add Condition to add a condition to the workflow.
      • When you add a condition under an Event, an Event Conditions box is added to the Workflow with False and True branches. Configure the Event condition.
      • When you add a condition under an Action, an Action Conditions box is added to the Workflow with False and True branches. Configure the Action condition.
  6. When you have completed building the Workflow, click Save and Close. The Workflows page opens. The new workflow appears in the Workflow table. The Workflow is added to the Drafts (if configuration is incomplete) or Shared Workflows folder (if configuration is complete).

Note:
  • You can click Save at any time during the configuration to save changes to the workflow as you add components and remain on the Workflow configuration page.
  • You can click Save and Close at any time during the configuration to save changes to the workflow and return to the Workflows page.
  • The Save and Save and Close buttons are disabled when a node with a Condition is not fully defined. You must complete condition configuration in order to save the workflow.
  • For a Workflow triggered by an Action, you can click Save and Run to trigger the workflow.

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