What this screen is for
A workflow rule listens for a business event and then performs actions automatically. The list shows each rule name, the event that triggers it, how many actions it carries and whether it is active; the status badge is itself the switch. Creating a new rule takes you to a form where you define the trigger, the conditions and the actions.
Why it matters
An active rule runs on its own, every time its event occurs, without anyone confirming it. A rule that sends messages or changes records will therefore act on volume you may not have anticipated, so switch a new rule on deliberately and watch it before leaving it running. Deactivating is reversible; deleting is not.
What you see on this screen
The page describes itself as automating actions based on business events. The table has five columns.
Name is what you called the rule. Trigger is the business event that starts it. Actions counts how many things the rule does when it fires - the detail sits inside the rule itself rather than on this list. Status is a badge reading Active or Inactive, and clicking it is what switches the rule on or off, so no separate save step is involved. The final column holds edit and delete.
With nothing set up yet, the page says there are no workflow rules and invites you to create one to automate tasks.
Filters and actions
There is no search or filter. New Rule opens the builder where you choose the trigger, set any conditions and add the actions. Clicking the status badge on a row toggles it immediately. The pencil opens the rule for editing; the bin deletes it after a confirmation that names the rule and states the action cannot be undone.
Status values
Active - the rule is live and fires whenever its event occurs. Inactive - the rule is kept but does nothing. Switching a rule off is the safe way to stop it while you work out whether it is behaving as you intended.
Related
- Reminders - scheduled chasing, as opposed to event-driven actions
- Change History - the record of what a rule actually did