Workflow Detail Page
View the workflow details such as associated conditions and actions.
- To edit the workflow, click Edit, make the necessary revisions, and click Save.
- To duplicate the workflow, click Duplicate. You can then make modifications to the workflow and save it as a different one.
- To delete the workflow, click Delete.
To create a condition, do the following:
- In the Conditions sub-panel, click Create.
- Select a condition. If the condition you select requires you to specify a field or a module, the system underlines it in the text field.
- Double-click the field or the module and select from the drop-down list.
- Click Save to create the condition.
To create an alert or select an existing one, click Create or Select respecively in the Alerts sub-panel.
To create an action or select an existing one, click Create or Select respectively in the Actions sub-panel.