AppX - Where to create workflow

Admin Manual

About AppX

Design your app

Overview

Setting Screen

Manage App

Manage Field

Manage Pages

Set Permission and Tab

Preview your app

Overview

User

Role Management

Overview

Bind Relations

Parent-Child Relations

Overview

Sharing Name

Sharing Role

Overview

Workflow Concept

Creating workflow

Where to create workflow Create Workflow

Formula

Workflow Setting Example

Overview

Create Action

Action Type

Visible Conditions

Overview

Message Template

Email Setting

SMS Setting

Overview

Import Data

Export Data

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Creating Form

Creating Action

Overview

Form Structure

Create New Form

Create Conditional Form

Preview and Share Form

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Creating Workspace

Overview

Install New Language

Set Field Label for Installed Languages

Overview

Holiday Setting

Organization

Overview

Slack

Google Drive

Intercom

HTTP Target

Custom CSS and JS

Plan and resource usage information

Overview

Syntax

Variable

Sample Script

Where to create workflow

There are two ways to create custom workflows.

Navigate to Setup Homepage > Workflow. On the Workflow Homepage, the workflows of all the Apps will be displayed.

Select App and Workflow tab. On this screen, only the workflows of the selected App will be displayed.
Click Create Workflow.

Last modified on Jan 28, 2025