Create a workflow

Build workflows on a visual canvas. You pick a trigger, add steps, and configure each one in the side panel. You can save a draft while you work, then publish when you are ready for it to run.

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Create a workflow

To create a workflow, follow these steps:

1. Go to the Workflows page.
2. Click New workflow.
3. Click Workflow name at the top and enter a name. You cannot save until the workflow has a name.
4. Select the Trigger on the canvas, then choose a Trigger type and complete its settings. See Triggers.
5. Click Add step on the canvas and choose an action, If / else, or For each.
6. Select the step and fill in its fields in the side panel. Use Insert variable to pull in values from the trigger or earlier steps. See Variables.
7. Click Save draft to keep working, or Publish to make the workflow Active.

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Add and remove steps

Click Add step (the plus control on the canvas) to insert a step. The menu is split into:

• Actions, grouped as Core, Billing, Letters, Loyalty, and Maintenance. See Actions.
• Logic — If / else and For each. See Conditions and loops.

Select a step or the trigger to configure it in the side panel. If nothing is selected, the panel shows Nothing selected. To remove a step, hover it and click Remove step. If later steps still refer to it, Yorlet warns you and asks Remove it anyway?

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Save and publish

• Save draft stores the workflow with status Draft. It will not run.
• Publish stores the workflow with status Active. It runs the next time the trigger fires.

If any fields have broken expressions, Yorlet lists them and asks Publish anyway? before it publishes. Fix the references if you can — a broken expression can cause the run to fail. See Variables.

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Activate and deactivate

Open a workflow from the Workflows page to see its Trigger, Steps, and Recent runs. From there you can:

• Click Edit workflow to return to the canvas.
• Click Activate to start an Inactive or Draft workflow.
• Click Deactivate to stop an Active workflow without deleting it.

Only Active workflows run. Deactivating is the safest way to pause a workflow you still want to keep.

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Edit a workflow

To change a published workflow, follow these steps:

1. Open the workflow.
2. Click Edit workflow.
3. Update the name, trigger, or steps.
4. Click Publish to apply the changes and keep the workflow Active.