Workflow Definition Page

The workflow definition page contains the properties of a workflow.

The following table describes the type of properties that you set on the workflow definition page when in edit mode:

Property Type

Description

Basic properties

All workflows include these basic properties:

  • Record type and sub type. All workflows must have a base record type. For Customer, Item, and Transaction records, you can also specify a sub type. See Workflow Base Record.

  • Owner. The owner of the workflows decides who the workflow runs for during testing, and gets emails if there are errors during workflow execution. For information, see Workflow Audience.

  • Execute as Admin. Indicates that the workflow runs as a user with administrator permissions. See Creating a Workflow.

  • Release Status. Indicates the workflow’s release status. Options include Suspended, Not Initiating, Testing, and Released. The default option is Testing. See Release Status.

  • Keep Instance and History. Specify when workflow instance, workflow history, and workflow logs are saved for a workflow. Options include Only When Testing, Never, and Always. See Disabling History for a Workflow.

  • Enable logging. Specify whether the workflow generates a workflow execution log when the workflow runs. See Creating a Workflow.

  • Inactive. Indicates the workflow doesn't initiate at any time. See Inactivating a Workflow.

Initiation

Workflow initiation includes the following options:

Event Definition

Define the events and conditions for workflow initiation. Includes the following properties:

  • On Create or On Update. Indicates the workflow initiates when a record is created, updated, or viewed. For information, see Initiating a Workflow on an Event.

  • Trigger type. The server trigger on which the workflow initiates. For information, see Server Triggers.

  • Event Types and Contexts. You can restrict the workflow initiation to specific event and execution context types. For information, see Workflow Event Types and Execution Contexts.

  • Condition. Use a condition or custom formula to define requirements that must be met for the workflow to initiate. For information, see Workflow Conditions.

  • Saved search. Use a saved search as a workflow initiation condition.

At the bottom of the Workflow Definition page there are two subtabs:

Note:

For more information about using this page to create or edit a workflow, see Working with Workflows.

Related Topics

General Notices