Practical guides

Use these guides after you can build and test a simple workflow.

Goal	Guide	Result to check
Require a human decision before an action	Create an approval process	Approval executes the intended action; rejection does not
Apply an action to an explicit selection	Process selected records	Only selected record IDs are processed
Find eligible records on a schedule	Send scheduled reminders	Only due, unprocessed records receive a reminder

Use fictional records and the actual field names in your source. Build your first workflow explains the common button, parameter, and update setup.