I. Intro
Workflow is a new feature based on the Automations feature in Base. Like Automations, Workflow allows users to configure a trigger to set off specified actions to perform, boosting efficiency.
Compared to Automations, Workflow supports conditional branches and more complex logic, so it can better handle complicated processes with multiple steps. In addition, Workflow has a different configuration page, which shows the overall process for improved visualization and ease of use.
Note: The automation run limit applies to both workflows and automations (For example, running a workflow count towards the automation run limit).
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II. Description
Highlights
- Conditional branches are supported. Based on your configured conditions, workflows can automatically determine whether events satisfy or do not satisfy the conditions and assign them to different branches. This means you do not have to create multiple similar automated workflows, saving time and effort. For more information on conditional branching, see Use the IF/Else action in Base Workflow.
- The configuration page is more flexible and can be zoomed and moved. The workflow configuration page is like a canvas that clearly displays all the nodes of the process. You can zoom in to see the details or zoom out to see the process as a whole. When you click a node, its configuration pane will appear on the right side.
- Nodes can be renamed. You can customize or rename nodes in the workflow for convenient management and identification.
- Nodes can be moved around by dragging. For example, you can drag the Action nodes in the workflow to change their order and positions.
- If you need to adjust the order of existing nodes, you don't have to delete them or reconfigure the entire workflow. Instead, you can simply drag and drop them to the desired location.
- Similarly, the locations of copied nodes are no longer fixed. When you duplicate a step in automations, the copy is placed after the original step and cannot be moved. In Workflow, you can duplicate a node and move it around to quickly reuse it as needed.
- Triggers and actions work similarly as in Automations, but more user friendly. Apart from some functional differences, Workflow and Automations share the same logic for triggers and executing actions. The same principles and a familiar configuration page allow users to get started more quickly.
Access the feature
Open a base and click Workflow in the lower-left corner to create a workflow. Workflows you create will appear in the directory on the left, along with tables and dashboards.
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Triggers
There are six triggers available: When a new record is added, When a record updates, When a new or updated record matches conditions, At record's trigger time, At scheduled time, and When webhook received.
Unlike automations, workflows don't support the When a button is clicked trigger.
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Actions
The following actions are available: Send a Lark message, Send a Lark email, If/Else, Add record, Update record, Find records, AI-generate text, HTTP request, and Delay. Lark app actions, such as creating a Lark event, task, or group, are also available.
Unlike automations, workflows do not support the following actions:
- Update record with AI
- Call automation extensions
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III. Related