Simply put, a workflow is a follow-up task or automated alert that is turned on within a report.
To see all triggers, go into the 'Reports' page of the web app, and click 'All' under the workflows section.
To add or change triggers, go into an existing trigger or report, click 'Edit', then 'Settings', and in the 'Save Report' window, choose the Follow-up tasks and Alerts that you want for the specific criteria. When you've made the changes to the trigger, make sure to click 'Done' to save your changes.
If you have any questions about workflows, please reach out to us at email@example.com.