Create a Workflow

Overview

Before you begin

• You need access to Config.
• You should know what event should start the workflow.

Steps

1. Click Config.
2. Click Intelligence.
3. Click Workflows.
4. Click Add a Workflow.
5. Enter a name in the field with the placeholder Name this workflow.
6. Click the trigger field with the placeholder Search or select a trigger.
7. Select the trigger you want to use.
8. Click Add Filter if you want to limit when the workflow runs.
9. Click Add Action.
10. Configure the action fields that appear.
11. Click Save Workflow.

Troubleshooting

• If Save Workflow does not work, then add a workflow name first.
• If you picked the wrong trigger, then click Change and select a new one.