Workflow Automation Help
Use Workflow Automation to route approvals, create tasks, send notifications, watch exceptions, and reduce repeated manual follow-up.
Workflow Building Blocks
- Trigger: What starts the workflow, such as low stock, overdue approval, new request, or manual start.
- Condition: The rule that decides whether the workflow should continue.
- Action: What AWRA should do, such as notify, create task, ask for approval, wait, or update a record.
- Run history: The visible timeline of what happened when the workflow ran.
- Exception: A workflow issue that needs review.
Safe Testing
- Start with a simple workflow and one clear trigger.
- Use test data or a low-impact workflow first.
- Confirm the notification, task, or approval goes to the right person.
- Review run history before enabling broader use.
- Pause noisy or incorrect workflows and correct the setup before re-enabling.
Support escalation
Open support guide
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