Accessing and Managing Event Workflow Automations

Overview

Event Workflow Automations allow you to trigger automated actions based on conditions and events within your registration and event processes. From the Automation menu, you can view and manage existing automation workflows, create new ones, and control their execution state using simple row-level actions such as Activate, Pause, Archive, or Edit.

Event workflow automations differ from the module Event Workflows. The primary difference is that Event Workflow Automation is our legacy workflow builder. Event Workflows is our new visual/canvas builder (which regular users should always be using).

This article explains how to access and manage Event Workflow Automations.

Step-by-Step Approach

1. Access the Event Workflow Automations Menu

Go to the Event configuration dashboard.
Open the Workflow menu.
Click Event Workflow Automations.

2. Access the Automation Event Workflow Listing

The Automation list view displays all configured automation workflows.
Each row shows details such as name, status, and actions.

3. Add, Edit, or Remove Automation Event Workflows

Click Add to create a new automation workflow.
Select an automation workflow from the list and click Edit to modify it.
Use the Remove/Delete option (where available) to delete a workflow that is no longer needed.

4. Use Single-Row Actions

View Details

Click View Details.
The workflow configuration and history will be displayed.

Change Name

Click Change Name.
Enter the new workflow name.
Save your changes.

Activate

Click Activate on an inactive workflow.
The workflow becomes active and starts running based on its rules.

Pause

Click Pause on an active workflow.
The workflow will stop running until reactivated.