Executing Guided Workflows via Rules
Updated
Configure the Rule for Triggering
Create a case update rule to trigger the guided workflow.
Set the triggering conditions as you would for any rule configuration.
Under the rule’s action, select Trigger Process within the Universal Case category.
Choose the specific guided workflow to trigger under Trigger Process.
Once the rule is created, it needs to be added in the rule picklist.
Note: This configuration only applies to guided workflows that do not contain any screen nodes.