Workflow Management

1. Basic Features

• Enable: Only enabled flows can automatically trigger workflows.
• Disable: Disabled flows cannot automatically trigger workflows. If a flow no longer applies due to changes in business processes, disable it to prevent the flow from being triggered when object data is created.
• Clone and Create: Duplicate the current workflow and quickly create a new flow identical to the current one; you can modify the object, trigger, Filter, and other settings.
• Delete: You can delete a disabled workflow. Deleted workflow definitions cannot be recovered.

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2. Advanced Features

2.1 Whitelist

Only fields listed in the whitelist for metrics/referenced fields can trigger workflows.

2.1.1 Whitelist Use Case When a field has 10 workflows configured but business requirements dictate that only 2 of them should be triggered, use the whitelist to limit which workflows are activated.

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