Workflow Elements
The following table describes the elements of a workflow:
Element |
Description |
---|---|
Base record |
Record type for which you create a workflow. See Workflow Base Record. |
States |
Correspond to a stage or status of a record within a specific business process. See Workflow States. |
Triggers |
Based on events that occur during the processing of a record or user activity on a record. See Workflow Triggers. |
Actions |
Used to perform specific tasks based on the properties of a record. See Workflow Actions. |
Transitions |
Moves a record to another state in a workflow. See Workflow Transitions. |
Conditions |
Requirements that must be met for a workflow to initiate or an action or transition to execute. See Workflow Conditions. |
Custom fields |
Variables that you can use in workflows, actions, and transitions. See Workflow Custom Fields. |
Revisions |
The nature and number of modifications made to a workflow’s definition or any of its children. See Workflow Revisions. |
Workflows can initiate and actions and transitions can execute based on specific event types and context types. See Workflow Event Types and Execution Contexts and Workflows.