Workflow and Automation

Workflow Rules

flowchart TD
    subgraph Trigger["Trigger"]
        T1[After create]
        T2[After update]
        T3[After link]
    end

    subgraph Condition["Condition"]
        C1[Field = value]
        C2[Field changed]
        C3[Formula]
    end

    subgraph Action["Action"]
        A1[Send email]
        A2[Create record]
        A3[Update field]
        A4[Webhook]
    end

    Trigger --> Condition
    Condition --> Action

Approval Processes

stateDiagram-v2
    [*] --> Pending: Submit for approval
    Pending --> Approved: Approve
    Pending --> Rejected: Reject
    Pending --> Pending: Forward
    Approved --> [*]
    Rejected --> [*]

Status	Description	Actions
Pending	Request submitted	Approve, reject, forward
Approved	Approver agreed	Workflow continues
Rejected	Approver disagreed	Option to fix and resubmit

Notifications

Channel	Description	Settings
In-app	System notifications	Always on
Email	Email alerts	Profile → Notifications
Push	Mobile notifications	Mobile app

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