Revised 02/09/2026
Suggested Learning Course - System Customizer Session Two
Automations
This is part two of a two part series. For part one, please see System Customizer Session One: Fields, Forms, Views, Dashboards - Suggested Learning Course.
This suggested learning course provides instruction regarding two basic ways System Customizers can build automation in akoyaGO; Business Rules and CRM Process Workflows. Additional resources for each topic (if available) are included in each section below.
While we suggest watching all videos in order, you may click on a Title below to jump to a topic:
- Business Rule Overview & Creating Business Rules
- Process Workflow - Overview
- Creating a Process Workflow - Setup
- Creating a Process Workflow - Properties
- Process Workflow - Check Conditions and Steps
- Send Email Step - Email in Process Workflow vs Email Template
- Add Existing Business Rule or Process Workflow to Custom Solution
Business Rules Overview and Creating Business Rules
This video provides an overview of Business Rules and the benefits they can bring for improving data consistency and efficiency. It also includes a walkthrough on building a Business Rule.
For more information, please see Creating Business Rules KA.
Process Workflow - Overview
This video provides an overview of process workflows and describes how they can be used to simplify and automate processes in akoyaGO.
Add Existing Business Rule or Process Workflow to Custom Solution
This video covers adding an existing Business Rule or Process Workflow to your custom solution. This step is needed to follow the akoyaGO best practice of completing all customizations in a custom solution.
For more information, please see Creating and Adding Components to a Custom Solution in Power Apps KA.
Creating a Process Workflow - Setup
For more information, please see Creating a CRM Workflow Process KA.
Creating a Process Workflow - Properties
This video covers setting properties in your workflow process such as choosing how it can run, defining when it will start, and more.
For more information, please see Creating a CRM Workflow Process KA.
Process Workflow - Check Conditions and Steps
This video walks through adding conditions and actions to a process workflow to control when it will run and what actions will be completed.
For more information, please see Creating a CRM Workflow Process KA.
Send Email Step - Email in Process Workflow vs Email Template
This video covers two options when sending email via a process workflow, Create Message and Use Template, explaining pros and cons of each option.
For more information, please see How to Edit Email Templates in akoyaGO KA.