Use this matrix before handing an automation app to a customer.
Create workflow
Automation builder access
None
Maker can save setup.
Start workflow
Configured trigger
Access to source screen and button
User can click Submit or launcher.
Review approval
Decision configuration
Access to Decision and source record
Reviewer can decide.
Work from queue
Work Queue configuration
Access to Work Queue and source record
Team can claim or complete work.
Receive messages
Messaging route
Access to Notification Center or Conversation
Recipient sees message.
Track status
Status mapping
Access to source record or Workflow Status
Requester sees progress.
Resolve exception
Exception setup
Maker/admin access
Failure appears with fix.
Publish safely
Clean validation
Published app access
Published test passes.
Before building, confirm the account has the automation, messaging, approval management, and workflow screen features needed by the app. If a feature is unavailable, the docs should point the maker to the plan or entitlement message shown in the product.
