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Create a workflow

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Fiix Documentation Team

  • Updated

Before you begin

Workflows are very powerful, which means that although they can save you time, a bad workflow configuration can bring down the entire system. For this reason, we recommend that you rely on our workflow library and limit workflow creation to users with the necessary technical skills.

Plans: Enterprise only
Audience: Administrators

This article provides a high-level overview of how to create a basic workflow, which includes a simple trigger and activity.

For more complex workflows, you might also need to configure loops and conditions, which are activities that allow the workflow to check a series of records perform and different actions depending on whether a condition is met. To learn more, see Add a condition activity to a workflow and Add a loop activity to a workflow.

Tip

You can find step-by-step instructions for configuring common workflows in our Workflow library section.

To create a workflow:

  1. Go to Settings > Workflows.
  2. Click New:
  3. Enter a name for your workflow.
  4. In the I would like to section, select the activity (or action) you want the workflow to perform:

    To learn what each activity does, see Workflow activities.
  5. In the Every time that a section, select the trigger for your workflow:

    This is the event or situation in which your workflow performs the action you selected in step 4. To learn what each trigger means, see Workflow triggers.
  6. Click OK.
  7. To configure the trigger for your workflow, complete the following steps:
    1. Click the Trigger tab:
    2. Configure the settings provided. These will differ based on which trigger you selected in step 5. In the example above, the “Field was changed to a specific value” trigger is selected.
      To learn more about the options for each trigger, see Workflow triggers.
    3. Click OK.
      This closes the workflow, which is necessary to apply your trigger settings before moving on to the next step.
  8. To configure the activity for your workflow, complete the following steps:
    1. Click the workflow to open it again.
    2. In the Activities tab, click the activity that was created automatically based on the option you selected in step 4:
    3. In the screen that appears, configure the options provided. These will differ based on which activity you selected in step 4. In the example below, the “Send notification” activity is selected:

      To learn more about the options for each activity, see Workflow activities.
    4. Click OK.
    5. If you need your workflow to perform additional activities (which might include loops or conditions, for more complex workflows), click the + button and repeat the steps above.
  9. If you're ready to start running your workflow, switch the status toggle to Active:

    Note: By default, you’re limited to two active workflows at a time. If you need more active workflows, contact your Fiix representative.
  10. Click OK.

Once your workflow is activated, you may want to test it by causing it to trigger and validating that the workflow ran successfully. To learn more, see Monitor workflow activity.

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