Workflow Definition Page

Basic properties

Basic properties of all workflows include the following properties:

• Record type and sub type. All workflows must have a base record type. For Customer, Item, and Transaction records, you can also specify a sub type. See Workflow Base Record.

• Owner. The owner of the workflows determines for whom the workflow will run during testing. The owner also receives emails for errors that occur during workflow execution. For information, see Workflow Audience.

• Execute as Admin. Indicates that the workflow runs as a user with administrator permissions. See Creating a Workflow.

• Release Status. Indicates the workflow’s release status. Options include Suspended, Not Initiating, Testing, and Released. The default option is Testing. See Release Status.

• Keep Instance and History. Specify when workflow instance, workflow history, and workflow logs are saved for a workflow. Options include Only When Testing, Never, and Always. See Disabling History for a Workflow.

• Enable logging. Specify whether the workflow generates a workflow execution log when the workflow runs. See Creating a Workflow.

• Inactive. Indicates the workflow does not initiate at any time. See Inactivating a Workflow.

Initiation

Workflow initiation includes the following options:

• Event Based. The workflow initiates on a record create event, record update event, or record view event for the base record type. For information, see Initiating a Workflow on an Event.

• Scheduled. Run a workflow on a schedule. For information, see Initiating a Workflow on a Schedule.

Event Definition

Define the events and conditions for workflow initiation. Includes the following properties:

• On Create or On Update. Indicates the workflow initiates when a record is created, updated, or viewed. For information, see Initiating a Workflow on an Event.

• Trigger type. The server trigger on which the workflow initiates. For information, see Server Triggers.

• Event Types and Contexts. You can restrict the workflow initiation to specific event and execution context types. For information, see Workflow Event Types and Execution Contexts.

• Condition. Use a condition or custom formula to define requirements that must be met for the workflow to initiate. For information, see Workflow Conditions.

• Saved search. Use a saved search as a workflow initiation condition.