Platform › Automation
Workflow Automation
Work that happens because something happened, without anyone doing it.
In Platform → Automation · 3 screens
RecordsWorkflowsA trigger, a condition and a list of steps. Run one by hand to see exactly what it would do before letting an event drive it.OpenViewWorkflow RunsEvery run, with the step log underneath it. Open one to see which step stopped it and why.OpenRecordsWorkflow ApprovalsA workflow that needs a human waits here. Deciding it releases the run — or stops it.Open
Columns, fields and actions
| Screen | Kind | What it is | Columns | Fields | Actions |
|---|---|---|---|---|---|
| Workflows | List | A trigger, a condition and a list of steps. Run one by hand to see exactly what it would do before letting an event drive it. | 9 | 13 | 2 |
| Workflow Runs | Read-only list | Every run, with the step log underneath it. Open one to see which step stopped it and why. | 10 | 0 | 0 |
| Workflow Approvals | List | A workflow that needs a human waits here. Deciding it releases the run — or stops it. | 9 | 4 | 2 |