Workflow Builder

The Workflow Builder is where you can build and lay out actions. The actions are the steps your Workflow performs each time it starts.

Want to adjust the days a Workflow is scheduled to run? Want to change how a Workflow is set up and add a new action? The Builder screen is the launch pad for all these things.

How to get to the Workflow Builder screen

Access the Workflow Settings page by selecting Workflows from the top navigation bar at any time. From there, select a Workflow, then select

 

Lay out, build, and edit actions

Work with the tasks and actions for your Workflow, whether you’re automating a new process or updating an existing one, from the Build View section.

If you have actions already added, you’ll see how many steps there are in the Workflow. You can modify the Workflow’s actions by selecting the button.

If you haven’t added any actions, select Add an Action and jump straight to the actions screen. If you’re building a Workflow for the first time, review the Automate and Build a Workflow guide to go get started with basic concepts.

Use the field sidebar to view and reference your data

If you want to reference data in your Workflow, you can use field references. To reference a field, either use the field picker, or pick the field from the field sidebar.

The sidebar is the easier way to browse all your fields, or look at the fields from a specific action.

The field sidebar lists all actions from your Workflow, and the output fields from each. See the How to use the field sidebar article for more.

Add or edit scheduled, webform, or other triggers

You can add new triggers to your Workflow, or configure any triggers already associated with it. Click to open the Triggers and Fields section to see your triggers.

To add a new trigger, select Add a Trigger. For information on setting up a specific trigger, the trigger topic has guides for each available trigger. After you have added a new trigger, it will show up automatically on the Workflow Settings screen here.

✅   Heads-up: All new Workflows can be started manually and will show here when you make a new Workflow.

Add data available in each instance

If you add a Instance Fields, the data is available for every instance and for every action. Instance Fields are added to the entire Workflow, rather than a specific task.

If you have information that is frequently used through a Workflow, you can create fields here that can be referenced throughout each Workflow instance.

To add a new Instance Field, click to open the Triggers and Fields, then select Add a field. See the Instance Fields article for more.