The workflow page provides a table-like view to view, edit, manage, and add workflows.

Workflow Table

• The table displays all the alerts created along with the Object type, type of alert, and the different recipients all from the table.
• All the alerts can be activated/deactivated, and certain other actions like duplicate, delete, and edit can be accessed from here. As shown below.

• The alerts can also be edited by clicking on their name.

Editing

Upon clicking on the workflow name or clicking on the pencil-like icon on the right side, a new popup screen is shown where the fields can be edited. This can be seen in the image below.

Any field here can be edited by clicking on the same and changing the values respectively. Clicking on done after editing the workflow saves the changes for the same.

Create Workflow

A new workflow can be created by clicking on +Create Workflow as shown in the images below.

Upon clicking on +Create Workflow, a popup screen is shown below. This is where details need to be filled in to make a new workflow.

The workflows, as shown above, are of 3 types, and the respective condition format is different for all, the rest being the same. These extra new fields can only be seen once the name, object, and type of alert are chosen. This is seen in the image below.

Conditions for different types Of Alert: