Workflows

About workflows and states and how to edit or create new states and add triggers, transitions, conditions, and actions to those states.

Workflow Overview

An overview of workflows, including their states, triggers, transitions, and conditions, on object types in Resolver Core.

Edit the Workflow Name or Description

Instructions on editing a workflow's name or description.

Edit the Creation State

Information on editing the Creation (entry) state on an object type's workflow.

Edit or Delete the Draft, Active, or Archived States

Information on editing or deleting the Default state in an object type's workflow.

Create a New State

Instructions on creating a new state in an object type's workflow.

Edit or Delete a State

How to edit or delete an existing workflow state on an object type.

Add a Trigger & Transition to a State

How to add a trigger and transition to a workflow state on an object type.

Add a Condition to a Transition

Create and add a condition on a transition in a workflow on Resolver Core.

Actions on Transitions

An overview of each type of action you can add to a workflow transition and how to add them.

Edit or Delete a Trigger, Transition, or Action

Learn how to edit or delete a trigger, transition, or action on a workflow on an object type.

Timed Triggers & Nightly Emails Schedule

The schedule for timed triggers and Messaging emails based on your organization's region.