Workflows are a great tool to automate your organisation’s repetitive business processes: setting tasks and reminders, firing emails, approvals, even sending SMS alerts!

In Operate there are 2 types of workflow that you can create:

  1. Standard Workflows - which trigger actions as soon as the rules are met (i.e. upon saving a record meeting these rules)
  2. Time Based Workflows - which trigger actions a number of minutes, hours or days before or after a specified date and time field, if the evaluation rules are met (e.g. 10 days after a record has been created or 60 days before an end date)

Learn about creating workflows

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