What should a workflow consist of?

  • 3 January 2023
  • 1 reply

Userlevel 2

What should a workflow consist of?

1 reply

Userlevel 5


We need to start from the event.
Events define contact activity, but also initiate the workflow process. It is possible to report more than one event in different parts of one facility. After meeting the established assumptions, the contact proceeds to the next stage of the workflow.
Then we can put a condition. We add conditions to the workflow when we want the contact to meet the established assumptions, which will trigger further elements. In order to check whether the contact meets the assumptions, the entire contact card is checked. Conditions can be negated, and "if not" other options can be set for them. The last element is action.
Actions are activated after the contact passes through each previous element. It is possible to set different actions in any order and alternative actions for the "if not" condition.