How to set up and use Manual Trigger
Manually start a workflow with custom inputs. Follow these steps:
Add a Manual Trigger: Create a workflow with a Manual Trigger, use an existing workflow with a Manual Trigger, or change an existing workflow's trigger type to a Manual Trigger.
Add input fields: Click on the "+ Add" button to create a new input field for your Manual Trigger. Input fields allow you to provide data that will be used throughout the workflow.
Change input field type (if needed): In the editor window, you can choose between the following types of input fields:
Text: Enter text data directly into the field.
Number: Enter numerical values for calculations or data processing.
Yes/No: Create a boolean toggle for true/false decisions.
URL: Enter a web link to extract the text content from the webpage.
File: Upload files such as .pdfs, .doc/docx, .ppt/pptx, .xlsx/xls, and code files.
Dropdown: Create a dropdown menu with predefined options.
*Enter each option and click "Add" to add new ones to the dropdown list.
Knowledge Base Item: Use specific folders or an item from your Knowledge Base to use as input.
*Select the specific folder from your Knowledge Base to limit the scope of items that can be selected as an input.
Add input field name: This will allow you to enter a new name that better describes the input data.
Advanced Settings: Customize your input fields further with these additional options:
Description: Add context or instructions related to the input field. This is helpful for providing guidance to users or adding notes for your own reference.
Optional: Toggle on/off whether the workflow should proceed if this input is left empty. Enable this if the input is optional. Disable if the input is required for the workflow to run properly.
Accepts Multiple: Allow users to provide more than one value for the same input field. This is useful when you need to process multiple items, such as a list of URLs or a series of files.
Save your changes: Remember to click the "Save" button to save your changes.
Note: When you run the workflow, the accept multiples input field will allow you to "+ Add" additional inputs as a list.
Edit input fields (if needed): To edit the input field settings, click on the pencil icon next to the field. This will allow you to make changes to the input field parameters.
Reorder input fields: You can drag input fields to reorder them as needed. This allows you to organize the inputs in the most logical sequence for users.
Remove input fields (if needed): If you have added an input field that you no longer need, click on the trash icon next to the field to delete it from your Manual Trigger.