The trigger is the initial event that activates and starts the execution of a workflow. Every time a team member starts the associated service, the workflow will run automatically.

• To set up a workflow trigger:

  1. Go to the Admin Panel.
  2. In the Service Portal section, click on Workflows.
  3. Create a new workflow or edit an existing one.
  4. In the Workflow Builder, click on the Trigger node and then click "Add".

     

  5. Select the service that will start the workflow.
  6. Click "Add" to confirm.

• Triggers are directly linked to the services available in the Service Portal. When setting up the trigger, the system displays a list of all available services.

  Keep the following in mind:

  • The relationship between a service and a workflow is 1:1: a service can only be linked to one workflow, and a workflow can only have one service as its trigger.
  • Services that already have a workflow associated will appear disabled in the list and cannot be selected. This restriction applies even for services in Draft status.
  • If the workflow is in Draft status, it will not run even if a team member starts the service. The workflow must be Active to run.

Once the trigger is set, the next step is to configure the workflow components: branches and actions.

• How do branches work in a workflow?