Workflows

Workflows

Workflows allows you to manage the team working. This tool defines a series of rules for data sharing and information passage among users.
Only the administrator can configure the workflows, from Settings > Workflows.

Select the module for which you want to create the workflow, than you can configure the workflow.

1. Enter a name
2. Decide when to run the workflow
3. Define the condition(s)

When to run the Workflow:

• Only on the first save: the condition is verified only when you first save the record
• Until the first time the condition is true: the workflow starts the first time the conditions is true
• Every time the record is saved: the condition is verified each time you save the record (creation, edit)
• Every time the record is modified: the condition is verified each time you modify the record (edit)

Once saved, the button New Task appears.

Add the Task to do when all conditions are true. You can:

• create event or task (calendar activity)
• send email
• update field