Design On-Demand workflow
Last updated
Last updated
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You can design your own automation workflow by following the steps given below:
Navigate to Advanced Settings --> Settings --> Processes.
Click on New --> Select ‘Workflow’ from the ‘Category’ dropdown --> Select the Entity --> Click on OK.
Enable 'As an on-demand process' field.
Navigate to Add Step --> Inogic.Click2Clone.Automation --> Inogic.Click2Clone.Automation.Clone Records.
Click on Set Properties.
Select template.
Since 'Multiple copies' is not enabled in the template configuration, the below field will ignore any value that is entered and continue to create only 1 copy by default.
Click on Save and Close.
Click on Save --> Click on Activate.
Confirm the activation.
For further queries, reach out to us at crm@inogic.com