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Overview

Workflows support repeatable work in Vala. Exact triggers, actions, and availability depend on the configured product experience.

When to use

Use Workflows when your organization has an approved repeatable workflow that should run consistently.

Prerequisites

  • Administrative or workflow access as required
  • A clearly defined process
  • Approval from the appropriate organization owner

Step-by-step

Configuration instructions will be added after supported triggers, actions, and permissions are confirmed.

Workflow views

Use Active for workflows in use, Draft for work not yet active, and History to review workflow activity.

Best practices

  • Start with a narrow, reviewable scope.
  • Keep a human review step for consequential outputs.
  • Recheck workflows when your process changes.

Common mistakes

  • Enabling an untested workflow broadly
  • Using unclear triggering criteria
  • Failing to review automated results