How a workflow runs
A workflow is a chain of steps that runs when someone presses a custom button on a record. No timers, no background triggers: the button is always what starts it.
The page
Workflows in the sidebar lists your modules, each with its custom buttons and how many are enabled. Search with "Search modules or actions…", or start a new one with "New workflow" — pick the module, write the button's label, choose its icon, then "Create and build".
The studio
Building one has three parts:
- Nodes on the side: the step types you add
- The canvas: your steps, connected from the trigger onwards
- Properties: the selected step's settings. With nothing selected it says "Select a node to configure its settings"
Every canvas starts with the Trigger node, which is the button itself. Connect your steps after it in the order you want, then "Save Workflow".
Active or inactive
Each workflow has a switch: active or inactive. The button does nothing until its workflow is active, which is what you want while building: take your time, and switch it on when the steps are right.
When it is pressed
The run goes step by step, then a result dialog appears: how many steps succeeded and how many failed.
If the run produced a document, the dialog offers it to download.
Permission
Configuring workflows needs the Manage Modules capability on your role. Without it you get an "Access denied" page asking you to request it from a workspace admin.