How do I invoke a custom function using workflows?

Follow these steps to set up the workflow with a custom function:
Accessing the workflow page:

1. Click the User Menu on the top right corner of the screen.
2. Click the Settings button.
3. Look for the Automation section.
4. Select Workflows.
5. Click the +New Workflow button.
6. Select Standard.

Entering the basic information:

7. Select the Target Module Enter workflow name, status, etc.

Select the workflow trigger:

8. Select the Workflow Trigger.

Set up the workflow entry criteria:

9. Click the +Add Condition button.
10. Enter the condition that must satisfy for the workflow to execute.

• Note: To learn about the basic information, trigger, entry criteria, click here.

Set up the action:

11. Click the Add Action drop-down.
12. Select Invoke Custom Function.
    • This opens a window where you must enter the Action Title.
13. Enter the Action Title.
14. Click Save to save the action.
15. Click Save to save the workflow.

To learn more about Workflows' Invoke Custom Function action, click here.