Workflow Definition

Workflow Structure

workflows:
  WorkflowName:
    trigger: "afterSave|beforeSave|manual|scheduled"
    entity: "EntityName"
    isActive: true

    # Conditions
    conditions:
      - type: "fieldEquals"
        field: "status"
        value: "New"

      - type: "fieldChanged"
        field: "status"

      - type: "fieldIsEmpty"
        field: "assignedUserId"

      - type: "formula"
        formula: "entity.get('amount') > 10000"

    # Actions
    actions:
      - type: "notification"
        target: "role:Manager"
        template: "high_value_order"

      - type: "createEntity"
        entity: "Task"
        data:
          name: "Review order {entity.number}"
          assignedUserId: "{entity.assignedUserId}"
          dateEnd: "{dateAdd(now, 1, 'day')}"

      - type: "updateEntity"
        field: "status"
        value: "UnderReview"

      - type: "sendEmail"
        to: "{entity.contact.emailAddress}"
        template: "order_confirmation"

      - type: "executeFormula"
        formula: |
          entity.set('reviewDate', datetime.now());
          entity.set('reviewerId', user.id);

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Trigger Types

Trigger	Description
afterSave	After record is saved
beforeSave	Before record is saved
manual	Manual run
scheduled	Scheduled (cron)

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Condition Types

Type	Description
fieldEquals	Field has a specific value
fieldChanged	Field changed
fieldIsEmpty	Field is empty
fieldIsNotEmpty	Field is not empty
formula	Custom formula

---

Action Types

Type	Description
notification	Send notification
createEntity	Create record
updateEntity	Update record
sendEmail	Send e-mail
executeFormula	Run formula
createTask	Create task

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➡️ Continue with Layouts.