How to create a workflow?

Owned by Content Writers
Last updated: Oct 08, 2024
2 min read

In this section, we will guide you through creating a workflow in noKodr.

Before proceeding to the next step, it's important to understand what a workflow is.

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 Workflows from building blocks at left side of the layout.

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

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Workflows: Building Block & Predefined workflows

  1. Click on + button to open workflow screen.

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Button triggering Workflow Creation Screen

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

5. Click on the Save button.

  1. Here, your Business Workflow is Created.

Steps to create the Validation Workflow

  1. Similarly for the validation type workflow follow the above steps and only you need to specify the Error Message more than this.

  2. 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.

    3. Click on the Save button.