CARDEXCHANGE®
ADMIN CENTER

OPERATIONS MANUAL

Last Updated: November 30th, 2021

Adding a Workflow

To Add a Workflow, click on Workflow under Processes in the left hand menu, then click on the Add button at the top.

A new pane will open up on the right hand side. Here you can define the name, description, the trigger event, and set it as active.

After you have set the name, description and the trigger event, you can define the business rule that you would like it to run when the event happens. To do this, click on the Business Rules dropdown. Then click on the Add Business Rule to Workflow button. Select the correct Business Rule from the dropdown list, then click on the + button to finalize the addition.

You can add additional Business Rules to run during this workflow, if you desire.

Once you have finished configuring the Workflow, you can click on the Save button at the bottom


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