Build a workflow
Build a workflow in chat, save and activate it, run it, and read its run history in TulipFarm.
A workflow is a reusable automation. Each time a workflow runs, TulipFarm records a run. You create and edit workflows in chat.
Build the workflow in chat
Section titled “Build the workflow in chat”-
Select Workflows in the sidebar.
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Select New workflow.
A new chat opens.
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Describe what starts the workflow, the steps it takes, and the agents it uses.
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Select View workflow draft.
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Check the trigger, the people or agents that act, and each step.
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Select Save workflow.
A saved workflow is not active. It does not run until you activate it. See Saved, activated, and running.
How a workflow can start
Section titled “How a workflow can start”The run history shows how each run started:
- Started manually
- Started by schedule
- Started by webhook
- Started by event
- Started by row change
- Started by record date
- Started by connected app
To start a workflow from another app, see Start workflows from other apps.
Use the output of an earlier step
Section titled “Use the output of an earlier step”A step can use a fixed value, the workflow input, or the output of an earlier step. To read one field, separate the nested names with /, for example contract / start_date. If a condition skips a step, that step leaves no output.
Activate the workflow
Section titled “Activate the workflow”-
Select Workflows in the sidebar.
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Select the workflow.
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Select Definition and activation.
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Select Activate saved revision.
When you save new changes later, they show as Saved changes not active. Activate the saved revision again to use them.
Run the workflow by hand
Section titled “Run the workflow by hand”-
Select Workflows in the sidebar.
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Select the workflow.
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Under Run manually, enter the input with Use plain text.
To enter structured data, select Advanced JSON input. JSON is JavaScript Object Notation.
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Select Run workflow.
If you see “Ask a manager for run permission to start runs or respond to steps.”, ask a workflow manager for access.
Read the runs
Section titled “Read the runs”-
Select Workflows in the sidebar.
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Select Runs.
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Open a run in Run history.
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Select View run diagram to see each step of the run.
Each run shows a status, such as Queued, Waiting, Completed, Failed, or Cancelled. To stop an unfinished run, select Cancel run. Runs continue after you leave the page.
The run history shows your own manual runs. It also shows unattended runs that someone shared with you.
Respond to a waiting step
Section titled “Respond to a waiting step”Some steps ask a person to decide. When a run waits for you, open the run and select one of these:
- Approve request
- Decline request
- Submit response
Disable or archive a workflow
Section titled “Disable or archive a workflow”To stop new runs, select Disable workflow.
To archive a workflow, select Archive workflow.