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Managing Workflows

Creating Workflows

  1. Go to Workflows → Create
  2. Name your workflow
  3. Select a trigger event
  4. Configure filters (if applicable)
  5. Add one or more actions
  6. Set throttling (optional)
  7. Save the workflow

Managing Workflows

workflow-rules

View all workflows in Workflows → Rules. From here you can:

  • View workflow details and execution history
  • Edit existing workflows
  • Copy workflows
  • Delete workflows

Execution History

workflow-history

Track workflow execution in Workflows → History. This shows:

  • When workflows were triggered
  • Which conditions matched
  • Which actions were executed
  • Success or failure status