Working with Workflows

To create a workflow, first you define it on the workflow definition page. Then, you use the diagrammer and context panel to create and edit states, actions, transitions, conditions, and custom fields. For more information about each of the basic elements of a workflow, see Workflow Elements.

To view, create, and edit workflows, you must have the correct permission and permission level for working with the base record types in the workflow. If you want access to all SuiteFlow functionality, you need the Administrator role. For more information, see Required Permissions for SuiteFlow.

The following table describes the basic steps for creating a workflow:

Task	Description
Creating and editing a workflow	Create the workflow on the workflow definition page. Specify the workflow basic properties, event definition, and workflow initiation properties. You can also schedule a workflow, view and edit existing workflows, and copy and inactivate workflows. Optionally, you can create a workflow based on a template. For information, see: Creating a Workflow Creating a Workflow from a Workflow Template Scheduling a Workflow Viewing Existing Workflows Editing a Workflow
Create and editing states	Use the workflow diagrammer to create states, and then use the diagrammer, context panel, or Workflow State window to edit or delete them. See Working with States.
Create and edit actions	Use the context panel or Workflow State window to create, edit, or delete actions. You can also reorder, move, or copy actions, use action groups to use a share condition, or schedule an action. See Working with Actions.
Create and edit transitions	Use the workflow diagrammer or Workflow State window to create, edit, delete or schedule transitions. See Working with Transitions.
Create conditions	You can create conditions for starting a workflow or for running actions or transitions. Build conditions with the Condition Builder, or create formulas with the Formula Builder. See Working with Conditions.
Create custom fields	You can create or edit workflow and state fields in the context panel or Workflow State window. See Working with Custom Fields.

Task

Description

Creating and editing a workflow

Create the workflow on the workflow definition page. Specify the workflow basic properties, event definition, and workflow initiation properties. You can also schedule a workflow, view and edit existing workflows, and copy and inactivate workflows. Optionally, you can create a workflow based on a template.

For information, see:

Create and editing states

Use the workflow diagrammer to create states, and then use the diagrammer, context panel, or Workflow State window to edit or delete them.

See Working with States.

Create and edit actions

Use the context panel or Workflow State window to create, edit, or delete actions. You can also reorder, move, or copy actions, use action groups to use a share condition, or schedule an action.

See Working with Actions.

Create and edit transitions

Use the workflow diagrammer or Workflow State window to create, edit, delete or schedule transitions.

See Working with Transitions.

Create conditions

You can create conditions for starting a workflow or for running actions or transitions. Build conditions with the Condition Builder, or create formulas with the Formula Builder.

See Working with Conditions.

Create custom fields

You can create or edit workflow and state fields in the context panel or Workflow State window.

See Working with Custom Fields.

Related Topics