Getting Started with Workflow

9 min

Accessing the Workflow Builder

For Applications

Navigate to ADMINISTRATOR > APPLICATIONS & APPLETS

Select the application you want to configure

Click the Workflow icon on the application builder toolbar

For Applets

Navigate to ADMINISTRATOR > APPLICATIONS & APPLETS

Select the application containing the applet

Open the applet you want to configure

Click the Workflow icon on the applet builder toolbar

Workflow Builder Interface

The workflow builder provides:

Visual canvas - Tree view of your workflow structure

Zoom controls - Zoom in/out to focus on specific sections

Collapse/Expand - Collapse or expand branches to focus on specific sections

Search functionality - Search for specific conditions or actions

Node editor - Configure conditions and actions in the right panel

Navigating the Workflow Builder

Searching

To search for a condition or action:

Place your cursor in the search field

Enter a term from the name of the condition or action

Turbine locates each instance, highlights it, and brings up the editable window

If multiple instances exist, use the arrows to navigate between them

Selecting Nodes

Click a node - Select a condition, action, or stage to view/edit its configuration

Node editor panel - Configuration options appear in the right panel when a node is selected

Creating and Updating Workflow

Before you begin creating workflow, you should have a clear idea of the process you want to design. This includes understanding the many conditions and workflow actions you have available to you.

As you build your workflow, you'll create branches of conditions and workflow actions.

Workflow Builder Icons

The workflow builder uses the following icons:

Condition Icon - Creates a new condition

Action Icon - Creates a new workflow action

Disable Icon - Disables the branch, condition, or workflow action (without deleting it)

Delete Icon - Deletes the branch, condition, or workflow action

To Create or Update Workflow

Open an applet or application, then select the Workflow icon from the toolbar.

The application's workflow opens with a default start icon, which can be followed by multiple conditions, including the default condition, Default Actions.

The Default Actions stage always evaluates to true, meaning actions in this stage will always execute. This is useful for actions that should run every time the workflow executes, such as initial field setup, default visibility settings, or actions that should always apply.

To add a new condition, select the START icon (the root of the workflow) and then click the icon for Create a new condition. Next you will begin to define the decision points of the workflow from the condition you just created.

On Condition, provide a name and then indicate the field(s) from the applet or application that are part of the process you are designing.

Click Add additional condition to add more than one condition to the flow.

Once you add an additional condition, specify how the conditions relate to each other by setting the Evaluation Type (AND or OR).

Click Save to save the condition.

Next, you will add actions to your condition.

Select the condition you just created and then click the icon to Create a new action.

On Action, name the workflow action, then select the action type.

The editable fields vary depending upon the workflow action type that you select. For detail on setting up the various actions, see Workflow Actions.

Click Save.

Managing Conditions and Actions

Disable - Click the disable icon to disable a branch, condition, or workflow action without deleting it. This allows you to temporarily disable workflow logic for testing or troubleshooting.

Delete - Click the delete icon to permanently remove a branch, condition, or workflow action.

Testing Your Workflow

Save your workflow

Create or open a record that matches your conditions

Verify that actions execute as expected

Workflow Overview - Introduction to workflow concepts

Creating Conditions - Detailed guide on creating conditions

Workflow Actions - Complete guide to all workflow action types

Advanced Workflow Topics - Execution details and advanced concepts