Select the Workflows tab from the sidebar, and click Create New Workflow. Give your Workflow a name and click Next.
If you see a table of Approvers, you can turn these off using the toggle switches. For real-life Workflows, you can use the Approvers feature to make sure all changes to your Workflow are reviewed by managers on your team. We don't need that for this simple test Workflow, so turn off the toggles and click Save.
Finally, click Skip on the Input Fields panel. We can always go back and update the Input fields later, but for now, lets use the standard suggestions.
You'll end up with a basic Workflow with an Input block and an Output block. Now, let's get oriented!
The middle of the Workflow Editor is taken up by the Graph. This is the visual display of how your Workflow will progress. You can add new Logic Blocks from the Blocks Drawer on the right of the Graph.
Clicking a Block on the Graph will bring up its Details Panel, which lets you customize the Block. Let's start by clicking the Input block.
Let's add a new field, called
bank_balance. Click Add Field, then give your new field a name, and select Number as the Type and click Save. You can use the pencil icons next to any field in the table to edit the field in the future. For now, just click Close to exit the Panel and return to the main Graph.
Drag a Ruleset Block from the Blocks drawer out onto the Graph. Wait for the Drop Zone to appear, and drop your Block there. Then give it a name, for example New Rules
If you miss the Drop Zone, you can also drag a path from the Input Block to the new Ruleset once its on the Graph. Hover over the exit handle from the green Input Block, and drag a new line to the left hand side of the new Ruleset.
Click on your Ruleset to open the Panel. Click Add New Rule, and give your new Rule a name. Choose If/Then Rule as the Type, and click Save.
In this rule type, you can set "if" conditions that will trigger the "then" action to run. Begin typing
customer in the "if" field to see the available fields - any of the fields from your Input block should be available here.
customer.bank_balance and write our first if statement. We can use comparisons (<,>, =, !=) as well as logical operators (AND, OR, parentheses) to write simple Excel-style logic. See Data, Fields, and Comparisons for more options. Try writing a rule similar to what you see below.
When everything looks good, click Save and give your first version a name. Every change to a rule is tracked as a new version, so you can always jump back to old versions from the Versions panel on the right.
🎉 Congrats! You just made your first Rule, in your first Workflow!
Updated 10 days ago