Trigger narration brings lightweight documentation directly into the Workflow Builder. Write concise notes for each trigger, preview them inline, and keep context visible during edits and reviews. Narration improves collaboration, onboarding, and auditing without affecting execution logic.
Narration field on triggers to describe purpose, criteria, and expected behavior
Inline preview in the trigger header and quick view tooltips
Basic formatting support for readability such as lists and emphasis
Included in version history so changes to narration are tracked
Copy to clipboard to share trigger context in tickets or docs
Permissions aware editing so only allowed users modify narration
Keep narration short and scannable with the goal, criteria, and key exclusions
Note dependencies like tags, fields, or external integrations to avoid confusion
Add examples of records that should and should not enroll
Update narration whenever you change trigger filters or timing
Standardize a template across the team for consistency
Step 1
Open a workflow and select its trigger to edit. Locate the Narration or Description area in the trigger panel. Write a concise overview that covers purpose, criteria, and exceptions.
Step 2
Use simple formatting or bullets to improve readability. Save and verify the narration appears in the trigger header preview.
What is trigger narration used for?
It documents a trigger’s purpose, criteria, and nuances for faster understanding and maintenance.
Does narration change how a workflow runs?
No, narration is informational only and does not affect execution.
Where is narration visible?
In the trigger panel and as an inline preview or tooltip in the builder.
Can multiple triggers each have their own narration?
Yes, add unique narration to every trigger you configure.
Is formatting supported?
Yes, basic formatting like paragraphs and bullet lists is supported for clarity.
