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.
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
- Usage by customer: the product panels the Product record layout places beside this block.
- Quick Actions