On-demand workflows

Learn how to set up on-demand workflows triggered by action buttons.

Learn how to set up on-demand workflows triggered by action buttons. On-demand workflows give the user more control over when a specific workflow is triggered by ensuring that the workflow is only run when the relevant action button is clicked.

You can use on-demand workflows to trigger record updates, webhooks and to send automated emails.

On-demand workflows run with system permissions, not the permissions of the user who clicks the button. This lets you give users a controlled way to update fields they can't edit directly, but it also means the button's visibility rules control who can run the workflow. Learn more in Security and Permissions.

In this video, we'll learn how to:

• Configure the on-demand workflow

• Automatically update a record status

• Set up an automated email

• Configure action button settings and visibility

• Test our on-demand workflows