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Overview

The Workflows block goes on a record page and lists the workflows attached to the record’s object, so the people reading a record can see what runs on it without leaving the page:
  • The workflow’s name, whether it is a workflow or a scheduled job, and its description.
  • Whether it is On or Off. Workflows that are on are listed first.
Click a row to open the workflow in the editor, on top of the record.

Configuration parameters

Sequences and workflow templates are not listed: a sequence enrols people rather than running on records, and a template runs nothing until it is used.

Use cases

  • Show a product team the automations watching a product, such as one on the Usage Changed trigger that opens a task when usage drops.
  • Let anyone reading an account see which follow-ups fire when its fields change.

Troubleshooting

See also