To gain more clarity on how to set up a workflow, watch the video. But, in order to understand the level of flexibility offered by the Workflow Automator, let’s take a look at a few examples. The above-mentioned steps will help you in creating a workflow. If you wish to activate the workflow, you can click on Activate. As you keep adding conditions and actions, the Automator will automatically save the workflow as a draft.

Choose the action that you want your workflow to perform and click Done.

Click on the Action icon, drag and place it next to the condition.

The next and final step in creating a workflow is to add an action.

If you wish to add additional parameters, click on Add New condition present at the bottom of the dialog box.

Choose the parameters for validation and click Done.

To add a condition, click on the condition icon, drag and place it next to the event.

Upon the validation of the parameters, the workflow will perform the defined action. The workflow, after being triggered, will check for the parameters. This is where you provide a set of parameters to the workflow.

Choose the conditions to trigger the workflow and click Done.

This is where you set up when the workflow has to be triggered. A description would be helpful for other admins to understand why the workflow was created.

Provide a name and description for your workflow.

For example, if you wish to create a new ticket workflow, click on the New Automator drop down and click on Ticket.

Click on the New Automator button on the top right corner and choose the module for which you wish to create a workflow.Head to Admin > Helpdesk Productivity > Workflow Automator.(We’ll be seeing this later with a detailed example). You can add multiple conditions and actions to a workflow. It is not necessary that a workflow should have only one condition or an action. Reader Node - The reader nodes are used to read and reference information from the custom objects into the workflows.Condition - defines the parameter(s) that needs to be validated during the execution of a workflow.Event - defines when a workflow has to be triggered.With the Workflow Automator, you can create a workflow using simple drag and drop actions.Ī workflow is made up of three components: This includes processes like assigning tickets to the right agent or team, following up on approval, and so on. Workflow Automator allows you to automate all the repetitive tasks and manual processes that you perform on a daily basis. This feature is available from Blossom plan for customers who signed up before Nov 2nd 2020.

Note: We've updated our pricing and packaging.

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