Building your first workflow

A walk-through of the builder UI: choose a trigger, set conditions, add actions, save and test.

Steps

  1. Open Admin → Workflows (or an area's Workflows app).

  2. Click New workflow. The dialog offers a blank start or one of the shipped templates — see Templates.

  3. Give the workflow a name and short description.

  4. Pick a trigger. The trigger menu only shows events compatible with the current scope.

  5. Optionally add conditions. A workflow with no conditions fires for every trigger event. Conditions narrow the firing.

  6. Add one or more actions. Drag from the action palette onto the canvas; connect from the trigger node.

  7. Save the workflow as Disabled first. Use Test mode to dry-run it.

  8. When you're happy, flip the workflow to Enabled.

Anatomy of a workflow node

  • Trigger — exactly one per workflow. The "start" node.

  • Condition — zero or more. Each is one comparison (field + operator + value).

  • Action — one or more. Connected after the trigger (and after any conditions).

Note — There is no built-in AND/OR clause aggregator in the builder UI today — to combine multiple conditions, chain condition nodes one after another (effectively AND), or use multiple parallel branches off the same trigger (effectively OR).

Last updated 21 May 2026 · by Carerealm · Suggest a feature or change to this article
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