The Start activity enables automatic workflow initiation based on data changes such as create, update, or delete. By defining specific criteria, this trigger ensures the workflow only launches when relevant changes occur.
Group: Triggers
Nature: Non-Blocking
The Start activity must be placed at the beginning of the workflow, as it serves as the trigger for workflow execution.
Example: When a user account record is deleted, you may want to trigger a workflow that sends an email notification to the IT and Accounts teams to take the necessary account closure actions.
Properties and activity information
Properties represent the values used to perform the operations of an activity.
Field
Description
Properties
Workflow Condition
Specify fields and their values:
Field: Select the field you want to set as the condition criterion. It lists fields associated with the object you have selected at the time of workflow creation.
Operator: You must select the logical operator from the list. This forms the relationship between the field and its value.
Value: The value field changes based on the selected operator options. Enter or select the value for the specified field.
To add more conditions, click Add Criteria. To remove all conditions, click Remove All.
Filter Expression
By default, the application applies AND logic to all criteria. You can adjust this to create more complex logical expressions if needed. You can customize your logic using parentheses, AND, OR, and NOT.
For example, if you enter “(1 AND 2 AND 3) OR 4”, the system will evaluate whether all three of the first conditions are true, or if the fourth condition is true.
Criteria Expression
Displays the criteria expression based on the selected field, operator, and value condition.
For example, ( Agreement.Name.Contains ("GVS Motors") and Agreement.RecordType= ("MSA") ) or Agreement.Status= ("Request")
Action Type
The event or condition that initiates a workflow.
Create: When a record is created
Update: When a record is updated
Deletion: When a record is deleted
When to run the workflow for Updated Records
When you select the Update action type, choose one of the following options:
Every time a record meets a trigger condition - This option applies whenever you update a record that matches the specified Workflow Condition.
Only when the record is updated to meet the trigger condition - This option applies only when you update a record to match the specific workflow condition provided.
Common
Name
Enter the technical name of the activity.
Display Name
This field auto-populates but can be changed if needed.
Description
Provide a description that is relevant to the activity.
