Create a Workflow

1. Login to Admin+.
2. Choose Workflows on the left navigation menu.
3. Click on New Workflow in the top right corner.
4. Select From Scratch.
5. Give the workflow a Name and Description.
6. Select a Trigger Type: Schedule, Specific Date or Subscription.
   • Subscription will require an Activity/Event selection to initiate the Workflow.
7. Click Next: Conditions and Actions.
8. Configure a Conditional.
   • The Conditional is the logic used for the Subscription to run.
   • A Conditional can be joined to another using ‘AND/OR‘ statements.
     • ‘AND‘ will require the data to meet all conditions.
     • ‘OR’ will require the data to meet only one condition.
9. Set the Action.
   • The Action is what will execute when the Trigger occurs and Conditionals are met.
   • A single workflow can include multiple Actions.
10. Select Next: Review in the top right when all Conditions and Actions are set.
11. Finally, click Enable in the top right to activate the workflow.

Congratulations on creating an active workflow!

Updated June 12, 2023