# Design Record Field Change workflow

You can design your own automation workflow by following the steps given below:

* Navigate to **Advanced Settings** --> **Settings** --> **Processes.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M6_OxNOMpp8CigLdrCb%2F-M6_YZ8LRBt-Frd7KFv6%2FWorkflow_3.png?alt=media\&token=a3076108-8543-495c-9ca8-12072a5090ed)

* Click on **New** --> Select **‘Workflow’** from the **‘Category’** dropdown --> Select the **Entity** --> Click on **OK.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M77wDEtr0wudrQL0U83%2F-M77wjgRHU-VuuNNgwLw%2FWorkflow_4.png?alt=media\&token=2188d65d-78ad-4199-86ac-8b1e34aa9f04)

* Enable any of the given fields. Here, we will enable **‘Record Field Change’** checkbox. (With this, if any of the selected field is updated then the workflow will be triggered and the record will be cloned.)&#x20;

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M6_OxNOMpp8CigLdrCb%2F-M6_Yn26OxIdNgyhIJE-%2FWorkflow_5.png?alt=media\&token=6653bab0-f26e-4cae-9450-727d9e134783)

* Select the **field** --> Click on **OK.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M6_OxNOMpp8CigLdrCb%2F-M6_ZGyAkgskuq3xiapJ%2FWorkflow_5.1png.png?alt=media\&token=fad8dc4f-f498-4a7d-8f46-ac60e9a0b3d8)

* Navigate to **Add Step** --> **Inogic.Click2Clone.Automation** --> **Inogic.Click2Clone.Automation.Clone Records.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M6_OxNOMpp8CigLdrCb%2F-M6_ZO-KuwqVCKIUdDG3%2FWorkflow_6.png?alt=media\&token=ffcd6a43-2663-445f-8bab-211043241628)

* Click on **Set Properties.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M6_OxNOMpp8CigLdrCb%2F-M6_ZTbHd_csDBGurT1n%2FWorkflow_7.png?alt=media\&token=43c78e96-446b-4639-b7b5-a9865379f201)

* Select **template** --> Fill **'Number of Copies to be Created'** field as per requirement --> Click on **Save and Close.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M6_OxNOMpp8CigLdrCb%2F-M6_ZbJHiCQf-z2uMmls%2FWorkflow_8.png?alt=media\&token=3ace2369-3d5b-4f54-8eed-c6d59d2ba189)

* Click on **Activate.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M6_OxNOMpp8CigLdrCb%2F-M6_ZfmhHllWy5LXgvlQ%2FWorkflow_9.png?alt=media\&token=218c8f12-2e52-4a53-a5f8-85eac22ad72d)

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M6_OxNOMpp8CigLdrCb%2F-M6_ZkV2W2FNR6vbismT%2FWorkflow_10.png?alt=media\&token=a950a284-a491-488d-807f-94bfe6370052)

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}
