Automating a Process with Workflow

Model business processes visually and show progress in your app as they run.

You can automate a business process of any complexity with an APEX Workflow. It runs in the background, can be short-lived or long-running, and can perform any kind of actions required, including useful highlights like:

• working with relational data, spatial data, graph data, JSON, XML, and more,

• adding a task to one or more user’s task lists and waiting for its completion,

• predicting outcomes based on historical data using machine learning,

• leveraging AI models for semantic similarity searching using vector search,

• integrating with Generative AI services and other REST APIs,

• notifying users via email or push notification,

• generating pixel-perfect PDF reports, or

• waiting for events to occur like data changes or a certain amount of time to elapse.

In App Builder, you define the sequence of activities in a visual diagram that anyone can understand at a glance. A workflow specifies the blueprint for a business process, and the APEX Engine manages each concrete example of every workflow. Using the Create Page Wizard, you can generate a workflow console page to show users “in flight” processes. The companion workflow detail page shows the status of a workflow instance complete with an annotated diagram so everyone involved stays aligned.