How to create your first workflow configuration

[Yori]

How to create your first workflow configuration

This post is meant as an example to create your first working workflow.

This is not an explanation of everything that can be done by using workflows, and also not an explanation of all the fields.

For more info and details, see this post: Workflow configurations

1. Create a workflow configuration record

First add a new workflow configuration:
Settings > Workflow configuration > add button

2. Add a step

1. Click add from workflow configuration page:
   
2. Fill in an internal_name (this name can be referenced to in later workflow steps. Make sure to use lowercase and underscores).
3. Choose step_type: Process call
4. Choose process call: Add/Edit (if this doesn’t exist yet, see bottom of this articale)
5. Before saving, also fill in the parameters:
   • record: “organizations:getnull()”
   • values: "[<“name”, "Created by workflow at “.concat(datetime:now().tostring())>]”
6. Save the step

3. Add a initiating transition

1. Go back to the workflow configuration page and add an initiating transition:
   
2. Choose in the ‘To’ searchlink your created step.
   
   

4. Add outgoing transition that ends the workflow

1. Open the step again and add a transition:
   
   
2. Leave “To” empty in this case, so the transition goes from this step to nothing (end of workflow)