Working with Workflows

To create a workflow, you must first define the workflow on the workflow definition page and then use the diagrammer and context panel to create and edit the states, actions, transitions, conditions, and custom fields. For more information about each of the basic elements of a workflow, see Workflow Elements.

To view, create, and edit workflows, you must have the appropriate permission and permission level required for working with the base record types in the workflow. For access to all SuiteFlow functionality, use the Administrator role. For more information, see Required Permissions for SuiteFlow.

The following table describes the basic steps for creating a workflow:

Task	Description
Creating and editing a workflow	Create the workflow on the workflow definition page. Specify the workflow basic properties, event definition, and workflow initiation properties. You can also schedule a workflow, view and edit existing workflows, and copy and inactivate workflows. Optionally, you can create a workflow based on a template. For information, see: Creating a Workflow Creating a Workflow from a Workflow Template Scheduling a Workflow Viewing Existing Workflows Editing a Workflow
Create and editing states	Use the workflow diagrammer to create states, and use the workflow diagrammer, context panel, or Workflow State window to edit or delete states in a workflow. See Working with States.
Create and edit actions	Use the context panel or the Workflow State window to create, edit, and delete actions. You can also reorder, move, and copy actions, use action groups to use a common condition for actions, or schedule an action. See Working with Actions.
Create and edit transitions	Use the workflow diagrammer or the Workflow State window to create, edit, and delete transitions. You can also schedule transitions. See Working with Transitions.
Create conditions	You can create conditions for workflow initiation, or action or transition execution. The conditions can be built with the Condition Builder or you can create formulas with the Formula Builder. See Working with Conditions.
Create custom fields	Create and edit workflow and state fields in the context panel or Workflow State window. See Working with Custom Fields.

Task

Description

Creating and editing a workflow

Create the workflow on the workflow definition page. Specify the workflow basic properties, event definition, and workflow initiation properties. You can also schedule a workflow, view and edit existing workflows, and copy and inactivate workflows. Optionally, you can create a workflow based on a template.

For information, see:

Create and editing states

Use the workflow diagrammer to create states, and use the workflow diagrammer, context panel, or Workflow State window to edit or delete states in a workflow.

See Working with States.

Create and edit actions

Use the context panel or the Workflow State window to create, edit, and delete actions. You can also reorder, move, and copy actions, use action groups to use a common condition for actions, or schedule an action.

See Working with Actions.

Create and edit transitions

Use the workflow diagrammer or the Workflow State window to create, edit, and delete transitions. You can also schedule transitions.

See Working with Transitions.

Create conditions

You can create conditions for workflow initiation, or action or transition execution. The conditions can be built with the Condition Builder or you can create formulas with the Formula Builder.

See Working with Conditions.

Create custom fields

Create and edit workflow and state fields in the context panel or Workflow State window.

See Working with Custom Fields.

Related Topics