Configure automatic enrolment of records from a data model to your workflow

Set the schedule for change tracking

Once you've defined the execution logic of your workflow and enabled it, your workflow will start searching for changes in the underlying data model for suitable records to enrol.

To setup the schedule as per which this tracking is carried out, navigate to the Runs view within the workflow and choose the Manual button to switch to automatic mode. This will allow you to set the frequency of the tracking, i.e. how often the workflow should check for changes in the data model.

Setup filters on the model

Choosing any of intervals for launching the 'cron' jobs in the previous step will display a new set of options for filtering records in the data model as well as defining the suitable kinds of changes to track for.

In this step, you can choose which filters to apply on the different columns in the model to ensure that only records that meet the criteria are included in the scheduled change tracking, defined in the step above. You can add as many filters as you like in an 'AND' or 'OR' combination by choosing the Add filter or + AND buttons respectively.

Additionally, you can add a sort order using any of the model's column to the records that are enroled into the workflow by choosing the Add sort + button. You can also add a limit to the number of records that are enroled into the workflow by configuring the Limit input.

Manage duplicate runs

In this view you can choose the rules for handling duplicate runs, i.e. whether to allow multiple runs or only one run per record. Here, choosing 'if not already enroled' will ensure that a record is always permitted to enter the workflow if it is not already present in the execution flow.