Create a workflow

01 · Video

Feature walkthrough

02 · Why

Why is it laid out this way?

Merchaint does not ask you to pick a table when you create a workflow, which surprises people. That is because the table comes from the trigger — "when a record changes in this table" — and some triggers are not about a table at all, like a schedule.

So the order is always: create it, then choose what starts it, and the table comes with that choice.

03 · Use cases

04 · How

Build one

1. Open Workflows from the left-hand menu.
2. Press New Workflow.
3. Give it a name. Make it a sentence you would recognise in a list six months from now — "Flag invoices with no PO" beats "Workflow 4".
4. Add a description if you like, and leave Status as Draft.
5. Press Continue. You land in the builder.
6. Click the WHEN box that says Choose a trigger.
7. Pick a category, then a trigger. See Choose a trigger.
8. Choose the Table the trigger watches.
9. Press ADD FIRST STEP and choose what it should do. See The actions you can add.
10. Fill in that step's settings.

There is no Save button. The builder saves as you type — the header shows Saved, then Saved · 10s counting up since the last save.

05 · Expected result

Your workflow reads top to bottom like a sentence:

1. 1
   WHEN — Record Created or Updated

   Watching Help Docs Invoices. This is the trigger, and it brought the table with it.

2. 2
   THEN — Flag

   Step 01. Writes the flag No PO reference onto the record.

3. 3
   END OF WORKFLOW

   Nothing follows, so the run finishes here.

It is still Draft, so it is not doing anything yet. Turn a workflow on covers switching it on.

06 · Troubleshooting and notes

There is no ADD STEP button

You have not chosen a trigger yet. Nothing else appears until you have.

I cannot find where to pick the table

It is inside the trigger, not on the create screen.

I want to rename it

Click the name at the top of the builder and type. It saves itself.

Deleting a step does not ask

Open the step and press the bin icon. It goes immediately, and the autosave keeps that. There is no undo, so be sure.

Pressing Escape does not close the menus

The row menu and the status dropdown ignore Escape. Click elsewhere on the page to close them.

07 · FAQ

Common questions