Getting Started with Automation

Setting the rules has been never done easier and more elegant. The new section in your Workiom, the Automation design page, lets you play with cards to create a flow chart, your new rule. Simple and fun, like a board game.

To start a new automation task, just click on the Automation button as explained below:



The automation consists of: 

a Trigger — it is the rule that causes the workflow process to start.
a Condition — it specifies an additional condition to trigger the workflow.
an Action (Task) — it is the actual task to be performed if the workflow is triggered and the condition is met.



Let's dig a bit into details.
Triggers. There are three types of them. 

Record Created — triggers the automation when a record is created in a list.
Value Changed — works when a specific field in a record gets changed.
Time Trigger — sets action when a record's time value is reached (like an approaching deadline).



Conditions. This card is optional. Use it when you need to specify any formula expression. That's where our easy-to-operate Workiom's formula language comes in handy.

This card is optional and allows the user to specify any formula expression using Workiom’s formula language. The result should be a True or False value. Plainly speaking, if the condition works, the workflow is triggered, otherwise, it is not.

Actions. We started with four options, the names speak for themselves:

Create Record
Update Linked Record
Notify User.
Send Email



With the Automation feature, all processes and workflow can be automated reducing human errors, saving time and money.
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