Automate a Workflow

If the workflow was published to Exchange with an automation rule configured:

1. After the workflow installation is successful, click Automate it. The workflow is then validated and locked.

2. The install workflow panel shows the rule associated with this workflow, along with any targets and account keys being used with this workflow.

3. You can click View in Workflows to go to the All Workflows tab, where the status of the workflow will be either Import in Progress or Import Completed.

4. In the workflow properties, the rule type and name appear in the Automation Rules section.

If you want to automate the execution of this workflow by adding an automation rule to it now:

1. After the workflow installation is successful, click Automate it. The workflow is then validated and unlocked.

2. Select the type of automation rule from Automation Rule Type.

3. Choose an automation rule from Automation Rule Name, or click Add New to create a new rule. See Automation Rules for more information.

4. Click Submit. The workflow is then validated and locked.

5. The install workflow panel shows the rule associated with this workflow, along with any targets and account keys being used with this workflow.

6. You can click View in Workflows to go to the All Workflows tab, where the status of the workflow will be either Import in Progress or Import Completed.

7. In the workflow properties, the rule type and name appear in the Automation Rules section.