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Creating Workflows

Guide to creating automated workflows in Netasampark.

Workflow Concepts​

What is a Workflow?​

A workflow is an automated sequence of actions triggered by events or conditions.

Workflow Components​

  • Trigger: Event that starts the workflow
  • Conditions: Rules that must be met
  • Actions: Tasks to be performed
  • Branches: Different paths based on conditions

Creating a Workflow​

Step 1: Define Trigger​

Choose when the workflow should start:

  • New record created
  • Status changed
  • Scheduled time
  • Manual trigger

Step 2: Add Conditions​

Set conditions that must be met:

  • Field equals value
  • Time-based conditions
  • Multiple conditions
  • Complex logic

Step 3: Define Actions​

Specify what should happen:

  • Send notification
  • Update record
  • Create record
  • Send message
  • Assign task

Step 4: Test Workflow​

  • Test with sample data
  • Verify conditions
  • Check actions
  • Review logs

Step 5: Activate​

  • Activate workflow
  • Monitor execution
  • Review results

Example Workflows​

Auto-Assign Grievance​

Trigger: Grievance created
Condition: Category = "Infrastructure"
Action: Assign to Infrastructure Department

Escalation Workflow​

Trigger: Grievance status = "In Progress"
Condition: Time > 48 hours
Action: Escalate to Department Head

Next Steps​