Workflow steps
Learn about the different steps that make up a workflow
Last updated
Learn about the different steps that make up a workflow
Last updated
Workflows are constructed with steps. Middle has four different types of steps that you can use to build out your workflow: Begin, Decision, Action, and Bulk Workflow Execution.
To create a new step click on the plus symbol on one of your workflow branches.
The Begin step allows you to input global variables, such as the triggering record, the previous version of the record, or any other input from the trigger.
Workflows triggered by a scheduled trigger will not have any inputs.
The above example is a classic example of a Begin step that is only inputting record. The foreign key references the primary key of the trigger-inputted or manually executed record. The "Key to?" tells Middle which record type is being inputted.
Either true or false, Decision steps route to one of two branches depending on whether their criteria is met. Within Decision steps, you will construct true/false logic.
Decision nodes are operated on from top to bottom.
As a workflow builder, you will construct dynamic and static inputs into Action steps. These inputs are then used in the function being executed by the Action step. Actions have outputs that can be referenced as global variables later on in the workflow.
Bulk workflow executions will trigger another workflow to run. When you set up a bulk workflow execution you define a synced record type that the workflow will run on. Used in conjuncture with scheduled triggers, bulk workflow executions can be a powerful tool.
