There’s a variety of different workflow items. They perform actions, retrieve information, and apply conditional logic. For example, the delay item tells Automation to wait a set amount of time. They all do different things and can form a complex chain of actions when linked together in a workflow. Each workflow item has its own settings that require configuration, they are explained later in this section.
The workflow is built by adding items. Items are added by clicking on the + icon below the current item. Each item has its own settings and helps direct the path of the workflow.
Workflow items can be managed by expanding the Context menu ( ) for the item. Options here include the following:
- Documentation: This will open the Help Center article relating to this workflow item type.
- Rename: This will offer the ability to change the name of this workflow item.
- Add comment: Comments are freeform text that can be added to the workflow item just below its name as a means of providing context or additional explanation for the workflow item.
- Duplicate: This will create a copy of this workflow item immediately below this workflow item.
- Delete: This will delete this workflow item after confirmation.
You can reorder workflow items by dragging and dropping them with the icon.