--- title: "Define Workflows" slug: "workflows-2" updated: 2026-05-06T05:52:59Z published: 2026-05-06T05:52:59Z canonical: "help.symphonysummitai.com/workflows-2" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Define Workflows You can automate business for streamlining your processes with standardized workflows by utilizing this powerful workflows. You can define different types and levels of approvers, send notification to different persona using different medium. To create or design a workflow, the required details should be entered by an Administrator in the subsequent tabs: - [General Details](/apex/docs/workflows-2#general-details) - [Trigger Condition](/apex/docs/workflows-2#trigger-condition) #### General Details The **General Details** step enables you to enter all the basic information required to create a Workflow. To create a workflow, perform the following steps: 1. Navigate to **Admin** > **Infrastructure** > **General** > **Workflow**. The Workflows page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-H2I5PQNH.png) Figure: Workflows 2. Click **+ New Workflow** to create a new workflow. The Create Workflow page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-F3CPDK9C.png) Figure: Create Workflow 3. Enter the required details as described in the following table. | Field | Description | | --- | --- | | Workflow Name | Enter the workflow name for which a new workflow is being created. Ensure that the entered workflow name is unique and does not have any duplicates. You can enter a maximum of 200 characters | | Project | Select the project in which the workflow is created. The selected project defines the workflow scope and ensures unique identification within that project. | | Execution Order | Specify the numeric order in which eligible workflows are executed. Workflows run in ascending order, with lower values executed first. | | Module | Select the module from the available list (Incident, Knowledge, or Problem) for which the workflow is created. | | Instance | Select the instance (Department) for which the workflow is created. | | Object | Select the form from the list on which the workflow runs. The selected object determines the available fields for defining trigger conditions. | | Description | Enter a brief description of the workflow to provide additional context and purpose. | 4. Click **Next: Trigger Condition**. The Trigger Condition step is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-VF3JVJU3.png) Figure: Trigger Condition 5. The criteria that determine when the workflow is triggered. You can configure the workflow to run for all records: - No Condition (Always Trigger) - Conditional 6. Click **Create & Open** to creates the workflow and opens it for further configuration. The application saves the entered details and navigates to the workflow designer page. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-36M0VLVV.png) Figure: Workflow Designer ### Trigger Condition In the Set Trigger & Conditions stepper, you have an option to establish **Trigger** event and **Condition** that prompts the execution of the workflow. Configure the trigger events (created or updated) to initiate the specified trigger. Ensure that the defined condition criteria are satisfied to activate the corresponding action. #### No Condition (Always Trigger) Select the **No Condition (Always Trigger)** to make the workflow eligible for execution for every record of the selected object when the defined action type (Create, Update, or both) occurs. No additional criteria are evaluated. By default, No Condition (Always Trigger) is selected. #### Conditional A condition is defined using a field, an operator, and a value, and it determines which records are processed by the workflow. Multiple conditions can be combined using AND/OR operators to create complex logic, and the condition builder is used to configure when the workflow actions are executed upon a request. Select the **Conditional** to define specific criteria that must be met for the workflow to execute. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-VIAQQ89M.png) Figure: Conditional > [!NOTE] > Note > > The event that triggers workflow execution. The workflow can run on record creation, update, or both, with both options selected by default. There are two Condition Action Types: - Add Rule - Add Group #### Add Rule Adds a condition by selecting an object field, operator, and value to define when the workflow should trigger. Each rule is evaluated against the selected object’s field dictionary to control execution. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-6EGPDIY7.png) Figure: Create Workflow A condition consists of the following three parts: | Field | Description | | --- | --- | | Field | Select the field from the drop-down menu based on the table selected in the General Details tab. | | Operator | Choose the operator to meet the stipulated condition in value. The operator would vary depending on the type of values selected in the Field. For example, Text, Numeric etc. | | Value | Specify the value to be attained. | To add a Condition, perform the following steps: 1. Click **+ Add Rule** to view the **Field**, **Operator** and **Value** fields. 2. Select the condition for the **Field**, **Operator** and **Value** fields. 3. Click **Create & Open**. You can add more than one Rule and Group the conditions. For more information, refer Grouping of Conditions. #### Add Group Adds a logical group to combine multiple conditions using AND/OR operators for structured evaluation. To add a Condition using Add Group, perform the following steps: 1. Click **+ Add Group** to view the **Field**, **Operator** and **Value** fields. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-8AOXT666.png) Figure: Create Workflow 2. Select the condition for the **Field**, **Operator,** and **Value** fields. 3. Click **+ Add** to add more group for the conditions. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-M4EIPHXR.png) Figure: Create Workflow 4. Click **Create & Open**. #### Grouping of Conditions Multiple conditions can be grouped and evaluated together using logical operators such as AND/OR. The grouping functionality enables structured evaluation of these conditions. The AND/OR condition provided and the sequence of execution will be performed as shown below: | AND | OR | | --- | --- | | ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-2RO5RU4Z.png) Figure: AND | ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-TY92OZXX.png) Figure: OR |