Converting Workflow to the New Workflow V2

Previously you may have used workflows to automate key actions such as for sending emails, updating security of the records or linking Child records to an appropriate child record. Workflows are created by configuring a trigger and an action in which a trigger is an event like a creation of a record or an update in a field and once completed an automate action would follow. This post will hope to inform you about the new version of workflows and how to convert workflows to this new version.

However, with the new version of workflows there are now a few changes but the overall concept remains the same. A new term to become familiar with are nodes, in which they represent an action that will be applied to a record and are separated in three types being triggers, filters and actions. These nodes function the same as previous workflow but if you would like a refresher of the nodes you can find it here, which also goes into the workflow builder and how to configure a new workflow.

But if you have already created workflows for your apps there is no need to create another workflow but instead simply convert the workflow to the new version. To import all of your workflows all that needs to de done is by clicking onto the Migrate to Workflow V2 button at the footer.

Which would now open up a pop up box to confirm the workflow migration which will be finalised by clicking onto Ok.

But if you would only like to import individual workflows by clicking onto the workflow you would like to import.

For this example, I have created a simple workflow which will message a user, using the email address in User Email, if the bit field named Message User is true. 

To create this using the old workflow I used a Trigger filter of $filter=[MessageUser] eq true and created an action to send an email to the email field.

At the footer or the bottom of the page you should find the Save bottom with the downwards arrow. By clicking onto the down arrow, it opens the option to Migrate to Workflow V2.

This will now open a pop-up box to allow you to edit the description of the workflow by default it will append “(Migrated)” to the description. Once you have completed the changes or if you are content with the default description click onto the OK button.

This would then bring you onto the Edit Workflow V2 page where the previous workflow has now been converted to the new workflow.

With this new version of workflow, the workflow is represented differently using the new workflow builder layout. But as you can see the concept remains the same as before with the nodes trigger, filter and action being identical to before. 

At this point when you have completed the workflow migration, it is now safe to delete the old workflow and once that's done and the workflow is running as expected the workflow migration is fully completed.