An Introduction to Workflows
Workflows allow you to define automated actions to be taken for your Gridfox records.
It may be useful, for example, to notify your Sales team when a new opportunity has been created. Or you may wish to send an email every week for everyone with their outstanding tasks.
A workflow is defined by four components:
- Which Table the workflow is acting on
- The action that triggers the workflow e.g. creation of a record, or a timed schedule
- Any conditions which limit when the workflow is triggered
- The action that is taken when the workflow has been triggered
Multiple workflows can be created for your Gridfox Tables.