Swantide

Best Practices for creating your own Swantide Workflows

What Makes a Swantide Workflow Candidate

This article provides an overview of the sections that make up a Swantide workflow definition. Understanding these sections will help you manage, edit, and deploy workflows more effectively.

Swantide Workflow Builder Overview

Swantide’s Workflow Builder makes it easy to create your own reusable asset library. This guide walks you through the steps to create a Workflow and begin building the template.

Creating a Custom Workflow in Swantide

Use this article to understand how to create and edit metadata components in Swantide's Workflow builder to create your reusable Workflow assets.

Creating Metadata Components

Use this article as your guide to creating Variables to make your workflows dynamic and create the ability to inject customizations to the metadata components on deploy

Creating Variables in Swantide Workflows

Before publishing a Workflow, it’s always best practice to test it first. This guide walks you through the recommended testing process.

How to Test a Workflow in Swantide

Learn how to publish your own Workflow to your asset library

Publishing a Workflow

How to leverage bundle deploy to deploy components that require simultaneous deployment in Salesforce

Bundle Deploy Workflow Functionality

This article walks you through how to leverage Swanitde's list item removal when building Swantide Workflows. Leverage this for actions like removing pick-list values from a field, removing buttons or…

Variable Formatter: Removing Items From a List

Engineering Swantide

The following is a Collection of Help Center articles aimmed to Customers who have the ability to create their own Workflows in the App.

Creating Swantide Workflows

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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