Integration Workflows Tab

The Integration Workflows tab displays the existing Workflows for the selected workflow type of CRM or ION.

On the Navigation bar, click Integrations, in the list view, click CRM Workflow or ION Workflow.

Click the Workflows tab.

You can do any of the following:

Click the ( Add
See Adding a Workflow
Click the workflow name link to view or edit the workflow.
See Using the Workflow Definition Detail View
Click Copy next to the workflow you want to copy.) icon to add a new workflow.
See Copying a Workflow
Click the ( Delete) icon to delete the selected workflow.
See Deleting a Workflow

The Workflows tab contains the following content:


Column	Description
Copy	Click to create a copy of the Workflow. Once copied, the new workflow may be edited.
Workflow Name	Click the Workflow Name link to edit the content of the Workflow. See
Entity	Read-only display of the primary entity for the workflow.
Auto Trigger	Read-only checkbox indicating the workflow is automatically triggered based on updated CRM data content when selected. The checkbox will be cleared for manual workflows. Note: Manual execution is only supported for ION workflows.
Active	Editable checkbox to enable the workflow Select the check box to enable the workflow or clear the option to disable the workflow.
Approver List (ION Workflow only)	Read-only semicolon delimited list of workflow approver email addresses.
	Click (Save) to save any changes.