Workflow Builder Guide

The Workflow Builder Engine allows administrators to create dynamic business workflows, automation rules, approval processes, notifications, integrations, and backend actions without writing complex code.

Overview

Workflow Builder provides a visual workflow designer for automating business operations.

  • Create approval workflows
  • Configure automation rules
  • Trigger backend actions
  • Generate workflow JSON
  • Generate executable code
  • Manage conditional logic

Workflow Information

Field Description
Workflow Name Business-friendly workflow name.
Workflow Slug Unique workflow identifier.
Feature Slug Associated feature reference.
Workflow Scope Controls execution scope.
Workflow Execution Execution trigger type.
Workflow Action Defines the action performed.
Condition Description Workflow logic explanation.

Workflow Scope

Scope determines where and when the workflow will be executed.

  • Application Level
  • Module Level
  • Feature Level
  • Record Level

Workflow Execution Types

  • Before Insert
  • After Insert
  • Before Update
  • After Update
  • Before Delete
  • After Delete
  • Manual Trigger

Conditional Logic Builder

Configure workflow decision-making logic.

Logic Type Description
IF Execute action when condition is true.
SWITCH Execute different actions based on values.

Workflow Actions

Actions executed when workflow conditions are satisfied.

  • Send Email
  • Update Record
  • Create Record
  • Delete Record
  • Call API
  • Execute Function
  • Send Notification
  • Generate Report

Workflow JSON Generator

Converts workflow blocks into structured JSON used internally by the workflow engine.

Workflow Code Generator

Generates executable workflow code based on configured conditions and actions.

Available Actions

Button Description
Add IF Add a conditional IF block.
Add SWITCH Add a SWITCH block.
Generate JSON Generate workflow JSON structure.
Generate Code Generate workflow execution code.
Save Workflow Save workflow configuration.

Common Workflow Examples

Approval Workflow

Multi-level approval process.

Email Automation

Automatically send notifications.

API Integration

Trigger external systems.

Record Processing

Execute actions based on data changes.

Best Practices

  • Use meaningful workflow names.
  • Keep conditions simple.
  • Document workflow logic clearly.
  • Test workflows before production deployment.
  • Use reusable actions whenever possible.
  • Review workflow performance regularly.