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Automation

Automation

Automate manual processes and create triggers which run based on defined business rules.

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25 articles in this collection
Written by Jorge
Getting Started

Introduction

Introduces you to what you can do with workflows, processes, tasks, and triggers.
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Written by Jorge
Updated over a week ago
Workflows

How do I add a workflow?

Describes how to add a workflow
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Written by Jorge
Updated over a week ago

How do I edit a workflow?

Describes how to edit a workflow including enabling and disabling.
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Written by Jorge
Updated over a week ago

How do I delete a workflow?

Describes how to delete an existing workflow.
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Written by Jorge
Updated over a week ago

How do I manage workflow admins?

Describes how to add, edit, and delete admins on a workflow.
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Written by Jorge
Updated over a week ago
Processes

How do I add processes to a workflow?

Describes the steps to add a process to an existing workflow.
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Written by Jorge
Updated over a week ago

How do I set a trigger for a process?

Describes the kind of triggers that can be added to a process and how each one works.
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Written by Jorge
Updated over a week ago

How do I edit a process?

Describes how to edit an existing process within a workflow.
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Written by Jorge
Updated over a week ago

How do I delete a process?

Describes how to delete a process within a workflow.
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Written by Jorge
Updated over a week ago

How do I manage tasks in a process?

Describes the steps needed to add tasks to a process.
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Written by Jorge
Updated over a week ago

How do I manage process managers?

Describes how to add, edit and delete managers on a process.
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Written by Jorge
Updated over a week ago

How do I add a person to a process?

Describes the steps to manually add a person to a process.
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Written by Jorge
Updated over a week ago

How do I remove a person from a process?

Describes how to remove a person from a process they are in.
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Written by Jorge
Updated over a week ago

How do I view progress across all workflow processes?

Describes how to view a listing of all people who are currently in a process and their status.
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Written by Jorge
Updated over a week ago
Tasks

Send Email

Describes what a Send Email task does
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Written by Jorge
Updated over a week ago

Send SMS

Describes how the Send SMS process tasks works.
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Written by Jorge
Updated over a week ago

Wait

Describes how the Wait task is configured and how it works.
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Written by Jorge
Updated over a week ago

Assignment

Describes what the Assignment task is and how to configure it.
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Written by Jorge
Updated over a week ago

How do assignment tasks work?

Describes how assignments given through a workflow process task work and how an assignee can complete one.
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Written by Jorge
Updated over a week ago

Add To Group

Describes how to set up the Add To Group task.
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Written by Jorge
Updated over a week ago

Remove From Group

Describes how the Remove From Group task is configured.
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Written by Jorge
Updated over a week ago

Add To Process

Describes how the Add To Process task is configured.
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Written by Jorge
Updated over a week ago

Skip To Done

Descries how the Skip To Done task is configured.
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Written by Jorge
Updated over a week ago

Update Person Fields

Describes the Update Person Fields task and how it is configured.
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Written by Jorge
Updated over a week ago

Branch

Describes the Branch task and how it is configured.
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Written by Jorge
Updated over a week ago