Overview: Create new workflow workspace (Edify Console)

Edify Console > Workflows > Overview: Create new workflow workspace (Edify Console)

This article explains the create new workflow workspace, which is one of the main workspaces of Workflows in Edify Console.

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Overview

Upon clicking the Create Workflow button, the system directs you to the create new workflow workspace.

This workspace is where you fill out the Create Workflow form. This form is where you tell the system the name and type of workflow you want to create on your account. This workflow, unlike when you duplicate a published workflow version, is a totally new, blank workflow.

After filling out and saving the form, the system creates the workflow and directs you to the editor workspace. The newly created, blank workflow is now ready for the building stage of its life cycle.

If you decide that you don’t want to create a new workflow, exit the workspace. Once you exit, the system directs you back to the list workspace. You can exit any time before clicking the Save button. Otherwise, once you click the Save button, the system starts creating the new workflow and you can’t delete the workflow from the account.

Create Workflow form

The Create Workflow form is where you define the type of workflow you’re creating and its title. You can change the workflow’s title at any time once the workflow is created. However, once the workflow is created, you can’t change its type. You also can’t delete the workflow. Once it’s created on the account, the workflow is always available.

Below are brief descriptions of each workflow type.

  • Event: An event workflow is a workflow that starts running once a specific event has occurred. An example of an event workflow is an inbound workflow that’s connected to a phone number. When a customer calls the phone number, the workflow is triggered to start running the moment the customer’s call is connected.

  • Scheduled: A scheduled workflow is a workflow that automatically starts running based on a specific cadence of time. An example of a scheduled workflow is an exported report that’s sent to managers every Monday morning at 9:00 AM ET.

After filling out and saving the form, the system directs you to the editor workspace, which is where you can start building the logic for the workflow.

Visual breakdown

Below is the Create Workflow workspace. Explore this visual breakdown to learn more about the important features available to you when you’re navigating through this workspace.

  • Name (A): The Name field is where you title the new workflow you’re creating. This title is what’s displayed in the list workspace. You can update this name at any time.

  • Type (B): The Type menu is where you define which type of workflow you’re creating. Once you’ve created the workflow, you can’t change the workflow type. The menu options are: ‘Event’ and ‘Scheduled’.

      • Event: An Event workflow is a workflow that starts running once a specific event has triggered.

      • Schedule: A Scheduled workflow is a workflow that automatically starts running based on a specific cadence of time.

  • Exit (C): The exit button (X icon) is how you close the Create Workflow form to return to the list workspace without saving any workflow information. If you exit the workspace, the system doesn’t save the settings entered into the form, so the workflow isn’t created.

  • Save (D): The Save button is where you capture the settings in the form and initiate the creation process. When you click the save button, the system creates the new workflow and directs you to the editor workspace for the new workflow you just created.