Introduction to workflows

Records in your inventory transition through your organization’s custom lifecycles via record stages, which are in turn manipulated via workflows.

• Workflows are comprised of workflow steps,¹ and have their own workflow states² discrete from record stages.
• Some step types allow you to define conditional requirements,³ providing flexible customization.

¹ Workflow step types

² Workflow states

³ Conditional step requirements

Workflow elements

A workflow is comprised of an interplay of these elements:

What’s next

• Workflows and lifecycles FAQ
• Setting up workflows