Setting Trigger Conditions for a Workflow

Define workflow trigger conditions based on business requirements.

Note: Only the users with the Administrator role can execute this process.

To set the trigger condition for a workflow:

  1. On the Navigation Bar, select INTEGRATION > Integrations. The Integrations List view is displayed.
  2. Click ION Workflow or CRM Workflow. The Workflows tab is displayed in the Integration Detail view.
  3. On the Workflows tab, click a Workflow Name, for which the condition must be set. The Workflow Detail view is displayed.
  4. Click Edit Condition.
  5. Select an entity property to be used as a trigger condition in the Attribute field.
  6. Select an Operator.
  7. Select or specify a value for the entity property and the operator.
  8. Click +, to add more conditions.
  9. Repeat steps 6 through 8 to set more conditions.
  10. Click OK.
    Note:  The conditions created can be viewed in the Trigger Condition field. Modifications to the Workflow definition are displayed in the Workflow Definition Audit tab.