Classic Workflow

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • Workflow provides a drag-and-drop interface for automating multi-step processes across the platform. Each workflow consists of a sequence of activities, such as generating records, notifying users of pending approvals, or running scripts. The graphical Workflow Editor represents workflows visually as a type of flowchart. It shows activities as boxes labeled with information about that activity and transitions from one activity to the next as lines connecting the boxes.

    Note:
    As of the New York release, Workflow is a legacy product. Use Flow Designer for any new process automation. As many organizations have workflows in production, use this Workflow documentation to learn how to work with existing workflows.

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