Create a workflow
Click «New workflow» → «Configure a trigger» and pick what starts it; Filmo creates the workflow published and in «Live», ready for its steps.
Account administrators: «Owner», «Super administrator» and «Administrator». The rest of the team can open public workflows and their history, but can't change or launch them.
Workflows isn't open in Filmo yet: the sidebar shows it as coming soon and its pages can't be opened. This article describes how it works once it's available in your account.
Let's build the workflow that tells the client and the warehouse when the Landmark Venues wedding is reserved.
Every workflow starts from its , so you choose it first. The come after, in the editor.
Create the workflow
- Open «Workflows» It's in the AI group of the sidebar.
- Click «New workflow» The «Create workflow» dialog opens with two paths.
- Choose «Configure a trigger» To start from a ready-made workflow instead, see Create a workflow from a template.
- Choose «Event» Filmo creates the workflow and opens its editor.
- Pick the event In the trigger block, the first one on the canvas, choose «Order reserved».
- Name it Click the name at the top and call it “Order reserved: client and warehouse”.
Here's what Filmo created:
- A workflow with that trigger and no steps, already published as version 1 and in . It has nothing to do yet, so the steps come next.
- A address and secret. Filmo creates them for every workflow, even if you never use them.
- «Public» visibility. A workflow with email or calendar steps or triggers is created «Private» instead.
Warning: A workflow created this way is in «Live» from the start, before Filmo has checked any field. If its trigger can happen soon, switch it off in the side panel until you've added and published the steps.
What happens next
- Add the email and the Slack message: see Add steps to a workflow.
- The editor saves your steps as a draft. The trigger runs them only after you publish: see Publish and activate a workflow.
Other ways to create a workflow
From a template
«Start with a template» copies a ready-made workflow with all its steps, as a «Draft». See Create a workflow from a template.
From a record
On a record such as an order, open the actions menu and click «Run workflow». If there's no workflow for that kind of record yet, the dialog offers «Create workflow», which creates one with the trigger for that record type and opens its editor.
Warning: While Workflows is held back, «Create workflow» on a record creates a workflow whose editor can't be opened. Don't use it until Workflows is open in your account.
From the address bar
Going to /workflows/create creates an empty workflow with the «Manual» trigger, named «Untitled workflow», published and in «Live».
If you see an error
| Message | What it means |
|---|---|
| Solo los administradores pueden gestionar workflows (shown in Spanish) | You're not an account administrator. Ask one to create the workflow. |
| No se pudo crear el workflow (shown in Spanish) | Filmo couldn't create it. Try again. |
Frequently asked questions
Yes, in the trigger block of the editor. The trigger that counts is the published one, so publish after changing it. The record type of a «Manual execution» trigger can't be changed once chosen.
No. NEO can't create, edit, publish or launch workflows.