The builder

What you will learn

• The canvas
  Read a template as blocks joined by connections, from its trigger to its End blocks.

• Decision and Task blocks
  Read a Decision block's outcomes and required notes, and choose who acts on a Task block: Specific people, Anyone with a permission or From the record.

• The other blocks
  Select Add block to show the Blocks list, then drag Notify, Wait, Wait for condition, If, Switch, Set status or End onto the canvas, or click one to place it.

• The reject path
  Connect a rejection to Set status, Notify and a revision task that leads back to review.

• Draft from a description
  Describe the workflow in plain English and edit the draft the builder places on the canvas.