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.
  • Date based Trigger — sets action when a record's data 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 three options, the names speak for themselves:

  • Create Record
  • Update Linked Record
  • Notify User.

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

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