Enable Workflow Rules

This template automates your organization's standard process by creating a workflow rule. Enabling workflow rules will allow you to define certain rules (a set of criteria), define Workflow (a set of actions), and link the rules and workflows.

To create this template, follow the below steps:

  1. In the Create Migration Template screen, select the checkbox: Enable Workflow Rules.

  2. Next, upload the package manifest XML file. Click Choose File and upload the required XML file from your local system.

  3. Click Save.

  4. Once the template is successfully created, you'll be redirected to the Environment Provisioning History screen.

  5. Click the Run button to run the template on your destination org.

  6. Select your destination org from the dropdown and enter the email address(es) to receive an email notification whenever the template is run.

  7. To use the current template as the post-deployment during CI/CD, select the Enable Workflow Rules checkbox under the Post Deployment Steps section. This is optional.

  8. Click Run. Please check the View History page for a detailed summary report of the operation carried out.

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