Open Workflows and create a workflow or select a suitable template. Give it a name that explains its purpose. Choose a manual, scheduled, or event-based trigger from the available options.Add and connect steps in the editor. Depending on enabled modules, options include record searches, conditions, delays, tasks, and sequence actions. Check the record context and fields used by each step.
Save the draft and resolve displayed validation errors. Publish only after reviewing the process. A saved draft change is not automatically part of the published version.Before starting a manual run, review the affected records. A generated task can hold a workflow until completion when the step is configured that way.
Open run history and check the version, status, and step results. Review failed steps before restarting so that completed actions are not repeated unintentionally.Pause a workflow when it should stop receiving new triggers. Archiving and deletion are separate actions.
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