# Workflow Definitions This directory contains workflow definitions in JSON format that can be imported into EspoCRM using the workflow manager script. ## File Format ### Simple Workflow ```json { "type": "simple", "name": "workflow-name", "entity_type": "EntityName", "trigger_type": "afterRecordSaved", "is_active": true, "description": "Description of what this workflow does", "category": "Category Name", "conditions_all": [], "conditions_any": [], "conditions_formula": null, "actions": [] } ``` **Trigger Types:** - `afterRecordSaved` - After record is created or updated - `afterRecordCreated` - Only after record is created - `scheduled` - Runs on a schedule - `manual` - Manually triggered **Condition Types:** - `equals`, `notEquals`, `greaterThan`, `lessThan`, `contains`, `notContains`, `isEmpty`, `isNotEmpty`, `isTrue`, `isFalse`, `wasEqual`, `wasNotEqual`, `changed`, `notChanged` **Action Types:** - `sendEmail` - Send email to recipient - `createEntity` - Create a new record - `updateEntity` - Update current record - `relateTo` - Link to another record - `unrelateFrom` - Unlink from record - `applyAssignmentRule` - Apply assignment rules - `createNotification` - Create notification ### BPM Flowchart ```json { "type": "bpm", "name": "flowchart-name", "target_type": "EntityName", "is_active": true, "description": "Description", "data": { "list": [] }, "elements_data_hash": {}, "event_start_all_id_list": [] } ``` ## Usage Import a workflow: ```bash docker exec espocrm php /var/www/html/custom/scripts/workflow_manager.php import /var/www/html/custom/workflows/your-workflow.json ``` Export a workflow: ```bash docker exec espocrm php /var/www/html/custom/scripts/workflow_manager.php export /var/www/html/custom/workflows/exported.json ``` ## Examples - `vmh-erstberatung-abschliessen.json` - Sends email and sets status when consultation is completed