General Stages

Create Workflow

User can create a workflow to automate the process

To create a workflow

Go to settings

In setting, select Workflow

Click on +Workflow to add a new workflow

Select the workflow type as per requirement

In Automated flow, a workflow will start when a record is created, updated or deleted

In Scheduled flow, workflow will start automatically at a scheduled time

In Instant flow, workflow will start manually

Click on the automated flow

A pop up will appear

Select the option for which workflow will trigger

1. On Record Added: A workflow will trigger when a record will be added in the repository

2. On Record Removed: A workflow will trigger when a record will be removed from the repository

3. On Record Updated: A workflow will trigger when a record will be updated in the repository

4. On Email Received: A workflow will trigger when an email will received

Select the option On Record Added and click on Next

Click on the detail tab and add all the details

After adding all the details click on the workflow stages

In workflow stages, click on stages

In stages, go to the general tab

In general tab there are total 9 stages.