Workflow

Automatically notify or assign someone when something happens to this module's entries. From the module's overview page, open the ... menu and click WorkFlow.

Module actions menu with WorkFlow highlighted

This is the same underlying automation engine as the org-wide Workflow settings -- opening it from a module just pre-scopes the list to rules created for that module.

Workflow list for the Blog module with two real rules

Name Description
Add Workflow Create a new workflow rule scoped to this module.
Save Save changes to the workflow list.
Delete Select a workflow's checkbox, then click Delete to remove it.

Add Workflow

Which Type options are available depends on whether the module is calendar-style or datatable-style -- calendar entries don't have a "submitted by" concept the way form-backed datatable entries do, so calendar-style modules don't get those trigger types.

Calendar-style modules: Task + Form Submission

Example: notify a user when a task on a Blog entry is completed.

Add Workflow on the Blog module with Completed by user selected

Same Completed by user / Assign to user fields as the Task triggers on the global Workflow page. Form Submission is also available and works the same as on a Module Form.

Datatable-style modules: Manager group + Task + Form Submission

Datatable-style modules -- including plain Modules and Module Forms, which are the same underlying object -- get three additional trigger types grouped under Manager:

Name Description
Submitted by user Fires when a specific user (or any user) adds an entry.
Submitted by user from group Fires when any member of a specific group adds an entry.
Value contains Fires when a schema field on the new entry matches a value you set.

Add Workflow on a Datatable module with Submitted by user selected

All three share the same Select user / Assign to / Tickler Information fields shown above.