How do I create or update information with a workflow?

Choose a workflow action according to whether you want new information or a change to existing information. Check which Spot or work item it targets.

1. Add an event action to the workflow.
2. Choose the item to create, such as a task, request, message or Spot, or select an update action.
3. Define the target: the triggering item, its related Spot or another available target.
4. Complete required fields and check values taken from trigger data.
5. Check conditions and save through the workflow's test stage.

For updates, an empty field may mean “leave unchanged”. To explicitly clear a value, use the available Empty option.

Spot attribute updates work on existing attributes; missing ones are not added automatically. Service request fields must also belong to its current structure.

Changing task responsibility may replace previous workers and resources. Check this before enabling the workflow and inspect the resulting task after the first run.