Qtip: Workflows are not instantaneous and may take several minutes to an hour to start or complete. See creating conditions for more information. These are the rules an event must follow before the workflow will actually execute, and can add much-needed specificity.

If desired, add conditions to your workflow.

Choose the event that will trigger your workflow, or set the schedule you want the workflow to run on.

Name your workflow by clicking the workflow name at the top and typing a new name.

See Workflows Templates for more information.

Alternatively, select a premade workflow in the templates section.

Event-based: Tie a workflow to a specific event, such as a survey response being collected, a ticket being reassigned, or something happening in Salesforce.

Scheduled: Set a schedule for the workflow to be executed over and over again, such as a ticket task being created every Monday, or a survey that should be sent on the first of every month.

For a full comparison of these options, see Scheduled vs.

If creating a workflow from scratch, determine whether the workflow should be scheduled or event-based.

Alternatively, click the arrow next to the button and choose Started by an event or Started at a specific time to jump-start creating a workflow from scratch.

Click Create a workflow to create a workflow from scratch or use a prebuilt template.

Make sure you’re in the Your workflows section.

Go to the Workflow tab in your project.

While functionality is similar, the look and feel of workflow creation might differ on the stand-alone Workflows page. This section will go over how to create a workflow inside a survey and what the different components (events, conditions, and tasks) mean. Qtip: If you create a workflow triggered by a survey response within the stand-alone Workflows page, you will be prompted to move the workflow into your survey project.

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