Add Workflow

From Workflow, click Add Workflow. The fields shown depend on which Type you pick.

Add Workflow: Name and Type

Name	Description
Name	The workflow's internal name. Lowercase, letters/numbers/hyphens only.
Type	What triggers the rule -- see below.

File triggers: Saved, Staged, Published

Fires when a file changes state.

Add Workflow with a File-type trigger selected

Name	Description
Completed by user	Optionally restrict the trigger to when the action was performed by specific user(s). Leave empty to match any user.
Assign to user	Optionally assign a follow-up task to a user when the rule fires.

Task triggers: Completed by user, Completed by user from group

Fires when a task is marked complete, either by a specific user or by any member of a group.

Add Workflow with a Task-type trigger selected

Same Completed by user / Assign to user fields as the File triggers above.

Form Submission

Fires when a form is submitted -- optionally only when a submitted field matches a value. See Form Overview's Workflow for the full walkthrough with a real example, including its Emails/Email Subject/condition-builder fields, since opening Add Workflow from a form pre-fills this Type and scopes the rule to that form.

Add Workflow

File triggers: Saved, Staged, Published

Task triggers: Completed by user, Completed by user from group

Form Submission

See also