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Add Action

You can use the Action option to perform one or more tasks related to a particular application.For example, for onboarding a new employee, you have to add users in various applications, assign an e

Error Handling

You can enable the Error Handling option for an Action. Enabling error handling will allow you to continue executing a task in a multi-step workflow, even if one of the steps or the entire task f

Marketplace

Navigate to Workflow Builder page to download pre-built app workflows from marketplace by clicking on the Download from Marketplace button.   2. Select the workflow category and

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Table of contents  Overview Edit Workflow Name and Description Delete a Workflow Duplicate a Workflow Activate a Workflow Changing Views  Once you have created your workflows from th

Active Workflows

Table of contents  Overview Edit Workflow Name and Description Delete a Workflow Duplicate a Workflow Deactivate a Workflow Changing Views  Once you have crea

On-Prem Connect

Table of contents  Overview Connecting to an On-Prem Application  Overview  Workativ’s On-Prem Connect provides a secure connection between our platform and your on-pre

Execution Report

Click the Execution Report button on the top right corner if you want to send the execution status report after the workflow is executed.  Enter the email address for sending the Succ

For-Each

The For-Each function is used in performing multiple actions from a single workflow.   For example, if you want to add all employees from the HRMS tool to the Access Management tool. Her

Condition

Use Add Condition to setup a condition for the action to execute. And only execute if the condition is met.   The Condition pop up has three fields.  Enter the desired Cond

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Table of contents  Overview Start and wait for approval Approval reminder and expiry  App workflow builder sends an Approval request to the concerned Manager before pro