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Reference: What is workflow?

Steps to create the Business Workflow

  1. Start by creating a layout.

Reference: How to create a layout?

  1. Open created layout, and select Models from building blocks at left side to configure the layout.

Note: If you have created Record Layout, you will have a predefined model, specific to that object, which will be immutable in nature.

For example, we have created Record Layout specifying Account as object. Thus, we can see account as Model.

image-20240826-135226.png

  1. Click on + button to open workflow screen.

image-20240826-135930.png

  1. Fill the details Label, Name and choose Type as Business.

image-20240826-135500.png

5. Click on the Save button.

Steps to create the Validation Workflow

  1. Open noKodr app from app launcher.

    image-20240824-131144.png

  2. From Setup page select New button and create a layout of type your business needs.

    image-20240824-130849.png

  3. After creation of layout, open layout. In layout, from building blocks select workflows.

    image-20240826-135226.png

  4. Click on + button to open workflow screen.

    image-20240826-135930.png

  5. Fill the details Label, Name and choose Type as Validation. After choosing Validation as type, Error Message input field gets visible, fill the comprehensible Error Message.

    image-20240826-140759.png

    6. Click on the Save button.

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