Introduction
You can use workflow rules to customize specific workflow actions (e.g., submit, approve, etc.). Workflow rules are SQL statements that run when a workflow action is taken. For example, you could create a workflow rule to archive data once a submission has been approved. On the Workflow Rule node, application modelers can view and manage an application's workflow rules.
This article covers:
- Navigating to the Workflow Rules node.
- Viewing workflow rules.
- Managing workflow rules.
- Resources for further learning.
Navigation
Follow the steps below to go to the Workflow Rules node.
1. Go to Modeler and select an application.
2. Expand Application and go to Workflow Rules.
You will land on this page:
View workflow rules
You should see a list of all your application's workflow rules. The column values provide key information about each workflow rule.
| Column | Description |
|---|---|
| Workflow Rule | The name of the workflow rule. |
| Modified By | The latest user to modify the workflow rule. |
| Modified Date | The date and time the workflow rule was last modified. |
Manage workflow rules
You can take the following actions to manage workflow rules:
Add
Add a workflow rule.
Remove
Remove the selected workflow rule(s)
Move Up/Down
Moves up/down the selected workflow rule(s) in the list.
Note: The order of your workflow rules determines the sequence of execution. Ensure you adjust the order to achieve your desired outcome.
Import
Import a JSON file to your HTML list.
Export
Export a workflow rule as a JSON file.
Restore
Restore a workflow rule to a previous state.