# Workflow Logic

Workflow logic controls how records move through a workflow.

Use it to define stages, transitions, permissions, and automation.

Configure workflow logic from the **Workflow** tab in the workflow settings.

{% hint style="info" %}
Set up your attributes, linked entities, and views first.

Workflow logic depends on those parts of the workflow design.
{% endhint %}

### What workflow logic controls

Workflow logic defines:

* the states and stages records move through
* the transitions between stages
* the triggers that allow a transition to happen
* the actions that run during workflow automation
* the permissions applied at each stage

This lets you build workflows for tasks like review, approval, escalation, and remediation.

### What is in this section

Use these pages to configure each part of the workflow:

* [States and Stages](/surecloud-docs/documentation/designer-hub/workflow-logic/states-and-stages.md) to define the workflow structure
* [Transitions, Triggers and Actions](/surecloud-docs/documentation/designer-hub/workflow-logic/transitions-triggers-and-actions.md) to move records and run automation
* [Stage Logic](/surecloud-docs/documentation/designer-hub/workflow-logic/stage-logic.md) to run automation without moving stage
* [Auto-Transitions](/surecloud-docs/documentation/designer-hub/workflow-logic/auto-transitions.md) to move records automatically from date conditions
* [Workflow Permissions](/surecloud-docs/documentation/designer-hub/workflow-logic/workflow-permissions.md) to control stage-based access

### Action types you can use

Actions are the automation that runs during transitions, stage logic, or record creation.

Common action types include:

* **Send Notification** to email users from a notification template
* **Create Task** to assign work to a user or role
* **Set Attribute** to update a field automatically
* **Create Record** to create a linked record
* **Execute Integration** to trigger an external integration
* **Invite Guest User** to send access to an external user

### Good practice

* Build the workflow structure before adding automation.
* Keep transitions clear and task-focused.
* Use stage logic for automation within a stage.
* Use transitions when a user or condition should move the record forward.
* Test notifications, tasks, and record creation before publishing changes.

### Related tasks

You may also need:

* [Views](/surecloud-docs/documentation/designer-hub/workflow-design/views.md)
* [Notifications](/surecloud-docs/documentation/designer-hub/workflow-design/notifications.md)


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