Create Workflow

1. Navigate to Admin –> Workflows
2. Click Create Workflow
3. Click the icon in the top right
4. Make the name Review Lead and click Save
5. Click Add Activity
6. On the left, choose Data
7. Scroll down and choose Object Instance Trigger
8. Drag the new activity to a position on the left
9. Right Click the Object Instance Trigger and click Edit
10. Select Lead under Object Type Id and Choose the Common Tab.
11. Change the Name to LeadTrigger and the Display Name to Review Lead
12. Click Save
13. Click Add Activity
14. On the left, choose Tasks and choose Task Create
15. Drag the Task Create activity to the right of the Review Lead Activity
16. Now using the blue dot to the right of the Review Lead activity, connect it to the blue circle on the Task Create Activity. It should look like the below:
17. Right Click the Task Create activity and choose Edit
18. To the right of the Title, click and choose Liquid
19. In the Title Table Review Lead {{Activities.LeadTrigger.InstanceId}}
20. In the description, type

    # Review Lead
    It is time to review this lead. Please review it
    

21. Leave the Severity, Priority and Due.
22. In the related ObjectId, click and choose Liquid
23. Enter {Activities.LeadTrigger.ObjectId}} in the Related Object Id
24. In the Data Questions Add Status for Name and Status for Value
25. In Branches, add the text “Done” and click Enter.
26. Click Save
27. Click Publish

Congratulations. You have created your first workflow. When you click the option on a lead it should create a task to update the lead. You can now Try it out.

Note: The Liquid system is a way of reading and writing data between activities. In World of Workflows, we support Liquid and JavaScript for this.