Getting started & settings
First steps, settings, duplicating, organising.
6 articles
- What are triggers?
- Workflow settingsHow the settings in a workflow work
- Duplicate a WorkflowDuplicate a workflow by clicking the ellipsis, selecting "Duplicate," and choosing a valid trigger.
- List of Available Workflow TriggersOverview of Kolleno workflow triggers: how they work, when they run, and how they automate actions.
- Test Records Against Workflow FiltersVerify why specific records match or don't match your workflow criteria to troubleshoot and optimize filters.
- Restricting Workflow Run HoursLimit your workflow to a specific time window each day to control when it runs and reduce unnecessary processing.