SuiteFlow

SuiteFlow allows you to create workflows that automate custom business processes without coding.

You can define the actions to be performed, like sending emails or adding buttons to a record form, before the workflow completes or transitions to another state. The actions and transitions can contain conditions that must be met before the action or transitions execute.

Refer to the tasks below to learn more about workflow creation.


SuiteFlow overview

Learn how workflows can help automate your processes without coding and what permissions you need.

Workflow manager interface

Build workflows using a drag-and-drop tool.

Workflow elements

Learn about what elements make part of a workflow.

Working with workflows

Create and edit states, actions, transitions, conditions, and custom fields within a workflow.

Workflow administration

Search, initiate, process, and cancel workflow instances, and bundle workflows.

SuiteFlow references and examples

Look at references and examples of how to use the different elements of a workflow and SuiteFlow features.

Testing and troubleshooting workflows

Verify that the workflow performs correctly and troubleshoot any issues.

Workflow samples

Learn how to create different types of workflows.

SuiteFlow best practices

Optimize your workflow performance.