Use WPS Automation Process through 2 how-to topics, including creating workflows and managing workflows, with 2 available without membership and 0 membership-related items.
How-to Index
| No. | Topic | Membership |
|---|---|---|
| 1 | 1. Create an automation workflow | Free |
| 2 | 2. Manage automation workflows | Free |
How-to Guide
1. Create an automation workflow
Entry point: The Automation Process button at the top of a Smart Table
- Open the Smart Table where you want to build a workflow.
- Click the Automation Process button at the top of the table.
- In the automation panel, click Workflow Templates if you want to start from a preset workflow.
- Enter the workflow editor and add trigger conditions and actions.
- Choose a trigger such as when a record is added, when a record is edited, when a specified time in a record is reached, or on a schedule.
- Configure actions such as adding a record, editing a record, finding content, running a script, or sending a message.
- Click Save and Enable to activate the workflow.
Success Criteria
- The new workflow appears in the workflow list and shows as enabled.
- You can continue editing the workflow, reviewing logs, or changing its status.
Tips While Using
- Incomplete trigger or action settings can prevent the workflow from running as expected.
- Message-based or online actions usually work better with a stable internet connection.
2. Manage automation workflows
Entry point: Automation Process → workflow management panel
- Click Automation Process to open the workflow management panel.
- Click the ... menu next to a workflow to view available actions.
- Enable, disable, edit, copy, or delete the workflow as needed.
- Click Run Logs to review trigger history and execution results.
- Turn on Failure Notifications if you want alerts when a workflow run fails.
Success Criteria
- The selected workflow status or configuration is updated.
- Run history is visible, and you can continue editing or duplicating the workflow.
Tips While Using
- Deleting a workflow cannot be undone, so confirm before removing it.
- Keep the network connection available when reviewing logs or notification settings.