Getting Started

This guide walks you through creating your first automated workflow.

Prerequisites

Before you begin, ensure you have:

• Access credentials provided by your administrator
• Understanding of the business process you want to automate
• Any external API endpoints or email settings configured

First Steps

1. Access Workflows

Navigate to Automation from the sidebar. This opens the workflow management view where you can:

• View all workflows and their status
• Create new workflows
• Enable or disable existing workflows
• View execution history

2. Understanding Workflows

A workflow consists of:

3. Workflow List

The workflow list displays:

Creating Your First Workflow

Step-by-Step

1. Click Add Workflow
2. Enter a workflow name
3. Add a trigger node (entry point)
4. Add action nodes for each step
5. Connect nodes with edges
6. Configure each node's settings
7. Save and enable the workflow

Simple Example: Send Email on New Order

1. Trigger: Entity Event - Sales Order Created
2. Action: Send Email
   • To: [email protected]
   • Subject: New Order:
   • Body: Order details...

Testing Workflows

Manual Execution

Test any workflow manually:

1. Open the workflow
2. Click Execute
3. Provide any required input
4. View execution results

Viewing Results

After execution:

1. Navigate to Executions
2. Find the execution entry
3. View step-by-step results
4. Check for any errors

Enabling Workflows

Activation

Workflows must be enabled to run automatically:

1. Open the workflow
2. Toggle Enabled to on
3. Save the workflow

Disabling

To temporarily stop a workflow:

1. Toggle Enabled to off
2. Workflow stops triggering
3. Can be re-enabled anytime

Next Steps

Once you understand the basics:

• Learn about trigger types
• Explore available actions
• Use conditions for branching
• Monitor executions