Automation

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

25 articles in this collection
Written by Jorge

Getting Started

Introduction

Introduces you to what you can do with workflows, processes, tasks, and triggers.

Written by Jorge
Updated over a week ago

Workflows

How do I add a workflow?

Describes how to add a workflow

Written by Jorge
Updated over a week ago

How do I edit a workflow?

Describes how to edit a workflow including enabling and disabling.

Written by Jorge
Updated over a week ago

How do I delete a workflow?

Describes how to delete an existing workflow.

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.

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.

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.

Written by Jorge
Updated over a week ago

How do I edit a process?

Describes how to edit an existing process within a workflow.

Written by Jorge
Updated over a week ago

How do I delete a process?

Describes how to delete a process within a workflow.

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.

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.

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.

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.

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.

Written by Jorge
Updated over a week ago

Tasks

Send Email

Describes what a Send Email task does

Written by Jorge
Updated over a week ago

Send SMS

Describes how the Send SMS process tasks works.

Written by Jorge
Updated over a week ago

Wait

Describes how the Wait task is configured and how it works.

Written by Jorge
Updated over a week ago

Assignment

Describes what the Assignment task is and how to configure it.

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.

Written by Jorge
Updated over a week ago

Add To Group

Describes how to set up the Add To Group task.

Written by Jorge
Updated over a week ago

Remove From Group

Describes how the Remove From Group task is configured.

Written by Jorge
Updated over a week ago

Add To Process

Describes how the Add To Process task is configured.

Written by Jorge
Updated over a week ago

Skip To Done

Descries how the Skip To Done task is configured.

Written by Jorge
Updated over a week ago

Update Person Fields

Describes the Update Person Fields task and how it is configured.

Written by Jorge
Updated over a week ago

Branch

Describes the Branch task and how it is configured.

Written by Jorge
Updated over a week ago