Integration Workflows tab

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

Click CRM Workflow or ION Workflow on the Navigation bar.
Click Integrations in the list view.

Click the Workflows tab.

You can perform these tasks:

Click the Add icon. See Adding a workflow
Click the workflow name link to view or modify the workflow. See Using the Workflow Definition detail view
Click Copy next to the workflow to add a new workflow. Copying a workflow
Click the Delete icon to delete the selected workflow. See Deleting a workflow
Click Save to save any changes made to the Active column in the grid.

The Workflows tab contains the following content:


Column	Description
Copy	Click to create a copy of the Workflow. Once copied, the new workflow can be modified.
Workflow Name	Click the Workflow Name link to edit the content of the Workflow.
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 can 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.