Overview
Inputs is information that is fed into the workflow to be used by the workflow. For example, if you create a workflow to update the 'employee status' the input would be an employee record.
Inputs can be of the following types:
- String - string of text up to 200 characters
- Record List - a list of references to records like selection of multiple related resources - must define the object type of the record(s)
- Date - Date field
- Decimal - decimal or fraction or real number field
- Record Argument - a single reference to a record - must define the object type of the record
- Date/Time - Date time field
- GUID - (reserved)
- Yes/No - Boolean yes/no or True/False field.
- Time - Time field
- Number - number or Integer field
- Currency - number field represented as a currency
Defining Inputs
To define an input:
- Open the workflow in Workflow Builder mode, see Create or Edit Workflow.
- Select the Start Activity icon. The Configuration Panel displays properties.
- In the Configuration Panel, select the Inputs tab.
To configure inputs:
- Select the + icon to add a single input or repeat to add multiple inputs.
- Type the name for the input.
- Select the input type (in most cases this will be Record Argument).
- Select the starting value. If 'Resource Argument is selected' then select the object type.
Triggering Input
When triggering from a Action buttons on forms or Action menu (see Configuring action menus) then this defines which of the inputs will be used to trigger the workflow.
Related Resource
When triggered from a report on a form, this will identify which input is the parent record type.