Workflow Settings

You can assign the workflow to some fields in the list builder to filter the data easily. Click on the Field Configuration icon to enable the workflow settings.

 

First you have to enable the Advance Filter Feature to configure the Workflow Settings.

 

Workflow Setting  

 

Enable Workflow: Tickmark this option to assign the workflow and derive the results based on the assigned conditions.

 

Data Loading Workflow: Assign the created workflow to the widget that you want to enable for the data loading.

 

Note: You can enable workflows for Lookup, Customer, and Owner Data Type.