Workflow Elements

The following table describes the elements of a workflow:

Element	Description
Base record	The record type you’re creating the workflow for. See Workflow Base Record.
States	These are the stages or statuses a record goes through in a business process. See Workflow States.
Triggers	These are events that happen while processing a record or when a user interacts with it. See Workflow Triggers.
Actions	These perform specific tasks based on a record’s properties. See Workflow Actions.
Transitions	Moves a record to another state in a workflow. See Workflow Transitions.
Conditions	Requirements that must be met for a workflow to initiate, or for an action or transition to execute. See Workflow Conditions.
Custom fields	Variables that you can use in workflows, actions, and transitions. See Workflow Custom Fields.
Revisions	The changes made to a workflow’s definition or any of its children. See Workflow Revisions.

Element

Description

Base record

The record type you’re creating the workflow for. See Workflow Base Record.

States

These are the stages or statuses a record goes through in a business process. See Workflow States.

Triggers

These are events that happen while processing a record or when a user interacts with it. See Workflow Triggers.

Actions

These perform specific tasks based on a record’s properties. See Workflow Actions.

Transitions

Moves a record to another state in a workflow. See Workflow Transitions.

Conditions

Requirements that must be met for a workflow to initiate, or for an action or transition to execute. See Workflow Conditions.

Custom fields

Variables that you can use in workflows, actions, and transitions. See Workflow Custom Fields.

Revisions

The changes made to a workflow’s definition or any of its children. See Workflow Revisions.

Workflows can initiate and actions and transitions can execute based on specific event types and context types. See Workflow Event Types and Execution Contexts and Workflows.