Workflow Editor Basics

Modified on Fri, Dec 15, 2023 at 1:33 PM

Workflow Editor Basics



  1. Navigate to Automation then Lead Processing

  2. Select New Workflow to see new window with options open

  3. Type in Name of Workflow

  4. Advance through steps then select Continue


blobid0.jpg


blobid3.jpg


 


Basics of Enquire MAP: Editing Existing Workflows


blobid4.jpg



 


Basics of Enquire MAP: Editing Workflow Components 


Starting Steps


The starting step object is a trigger event that instantiates a workflow. The starting step always has a star in the header of the object:


blob1477939174820.png


There can only be one starting step in a workflow. The starting step cannot be deleted. Each starting step is a decision object (see below) and it has only one wire that leaves the object. The wire is green indicating the trigger occurred.


blob1477938979048.png


Starting steps cannot have incoming wires.


 


Decisions


 




 blob1478223196001.png


Decisions are objects that have one incoming wire and two outgoing wires. The decision object queries the contact currently being processed. If the query is true, 


blob1477938979048.png


The path along the green wire leaving the decision object is followed. If the query is false


blob1477939039526.png


The path along the red wire leaving the decision object is followed. Clicking on the wire will give the  User the option to delete the wire or change the path state true/false


 


Clicking the wire will allow the User to edit the decision path:


blob1477939120254.png


Actions 


Actions are objects that take a specific action at the time the step is reached. An action object can only have one incoming wire and one outgoing wire. The outgoing wire for actions is Green. 


 



 


 Editor Basics



  1. Editing
    I6yl9pPqd-YbKwcYoVEr4RFWALce9dkujA.gif                

  2. Zooming
    zoomwf.gif 

  3. Multi Select
    zoomwf.gif 

  4. Multi-Clone
    zoomwf.gif


 


Please reach out to the dedicated Enquire Account Manager or Enquire MAP Support team for further assistance.


 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article