Add a New Workflow

It is important to note that not all actions are compatible with all conditions. Please see the table on the page Define a THEN Action for compatible settings.

Administrators can add Workflows in the Admin Portal.

You will need to choose a condition, and specify what action should be taken when that condition occurs.

Define an IF Condition

Define a THEN Action


To add a new workflow:

  1. Open a browser and log into the Admin Portal.
  2. On the left hand navigation panel, click Workflows
  3. On the top right, click the Add Workflow button.
  4. In the Create New Workflow window, select an IF Condition, and then click Next.
  5. If a condition requires you to specify a value for something, for example a date or time, type in the values in the Required Parameters, and then click Next. Information about what is required is described below this box.
  6. In the Create New Workflow window, select a THEN Action, and then click Next.
  7. If an Action requires you to specify a value for something, for example a date or time, type in the values in the Required Parameters, and then click Next. Information about what is required is described below this box.
  8. In Workflow Name, type in a unique word or phrase that describes the workflow, and then click Finish.