Versions Compared

Old Version 9

changes.mady.by.user Persia Xenopoulou

Saved on

compared with

New Version 10

changes.mady.by.user Persia Xenopoulou

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Excerpt
hiddentrue

Understand the usage of Workflow Rules within CRM.COM

What does this section cover?
Panel
nameblue

Table of Contents

Table of Contents
minLevel2

What are Workflows?

Workflow Rules govern the behavior of specific entities in the system and the way specific actions may be applied on these entities. The actions are triggered from specific events if certain conditions are fulfilled. Each Workflow Rule refers to a specific Entity.

The following entities may be added in workflow rulesA Workflow is a set of tasks which are necessary to complete a bigger task, involving the definition, execution, and forwarding of the task amongst users for action, according to a set of Workflow rules.  Workflow Rules support business workflows and automate tasks required to complete business processes, triggering System actions provided certain events or conditions occur. Workflow rules can be set up for the following modules:

  • Activities
  • Service Requests
  • Jobs
  • Subscriptions
  • Reward Offers 
    Status
    colourYellow
    titleAvailable from CRM.COM R11.0.0

Workflows  GlossaryGlossary

Alerts are used in order
TermDescription
Workflow Rules

Workflow Rules are used to apply actions on specific entities, triggered by specific events, provided the conditions are fulfilled.

  • Actions can vary from a simple field update to a communication sent to the Users assigned an Activity, or the creation of an Approval Request.
  • Events can be the creation or modification of a new entry (i.e. a new Activity).
Alerts
  • Conditions are set for the events and can vary, from the User that makes an update to the specific value of a field.
AlertsAlertsare used to communicate information to CRM.COM usersUsers, either through email or SMS. Each alert consist a content template (the text that will be send) and a list of recipients  that will receive the alertorSMS,and can be automatically triggered when certain events occur in the System.
Alert TagsAlert tags are dynamic Dynamic information , that can be used, within the alert subject or alert content, in order to dynamically generate information, based on data kept on the entity that is communicated through the alertcommunicated entry.
WebhooksWebhooks are used in order to Webhooksare used to pass information to third party systems , without being that are not integrated with CRM.COM. Webhooks consist of the URL that will be used to send the information and a selection of the actual information that will be passed overApprovalsApprovals are used in order to block a specific record from being edited, unless it is approved by an authorised user. Each approval consist of a list of groups, units or users that are authorized to approve each entity and the number of required approvals
Secret KeyA module used to generate keys and register them to specific URL endpoints. The keys are used by Webhooks to generate a code used by third party systems to authenticate the received data. 
Approvals

Approvalsare a mechanism used to control the creation and update of entries in the System by requesting approval from specific Users before granting access for further editing.

Status TransitionsStatus Transitions define the allowed or disallowed transitions between statuses of a specific entity based on a set of conditions that include the initial and destination status value, the type of the entity Transition defines how the Status of an entity can be changed, depending on its initial value, its Type, and the user or unit who is performing the status transition.
Workflow RulesWorkflow Rules are used in order to apply actions on specific entities, triggered by specific events and considering that the specified conditions are fulfilled
Workflows  Key
modifying the Status.

Workflows Key Processes and Concepts

Alerts are a way of communicating to users certain events that occur in the system. For example whenever a new Installation request is created for a new subscription you can set up an alert so that the event will be
Processes / ConceptDescription

Alerts

Automatically Scheduling Activities

Activities can be automatically scheduled when other events such as the creation of a new Subscription, Job or Service Request occur in the System.

Automatic Communication of Newly Assigned Tasks to Users via Email or Sms

Alerts communicate certain System events to the appropriate users.
Whenever a new Activity is scheduled for a new Subscription, an alert can be set up so that the new task is communicated to a specific user, or to all users that belong to of a specific department.

Alerts can be configured for:

Using Webhooks you are given
  • Activities
Webhooks
  • Service Requests
  • Jobs
  • Subscriptions
  • Reward Offers 
    Status
    colourYellow
    titleAvailable from CRM.COM R11.0.0

Alerts can be configured to be triggered automatically through Workflow Rules.

Third Party System Updates through Webhooks

Webhooks offer the option to create an HTTP POST as a response to

an event that happens. You can use webhooks along 3rd party systems without the need of integration to CRM.COM
Status TransitionsStatus Transitions allow you to protect the users from erroneously changing the status of entities, such as an activity a job or a service request. For example you can set it up in such a way that an activity for an installation can only be changed from its initial status to specific status following a logical sequence, rather than jumping between statuses.
ApprovalsApprovals allow you to protect data from being updated by adding Approval requests required from specific users or units. In this way you have the option to control the updating of newly created entities, or updating existing entities.
Editing of an entity and in particular the update of a subscription using any subscription action is not going to be allowed if any pending approvals exist. 
Automatically Scheduling ActivitiesSystem allows activities/tasks to be automatically created when specific events take place in the system, given that certain conditions are met.

Workflows  Network Characteristics

a CRM.COM event.Web hookscan be used with third party systems without CRM.COM integration.

Webhooks can be configured for:

  • Activities
  • Service Requests
  • Jobs
  • Subscriptions

Webhooks can be configured to be triggered automatically through Workflow Rules.

Controlling Status ChangeThe transition of the Status in Activities, Jobs and Service Requests can be forced to follow a logical sequence rather than jumping between Statuses.
Approval of Entries Before Further Processing

The processing of newly created or modified entries can be controlled through the addition of Approval Requests. While unhandled Approval Requests exist on an entry, further processing is not allowed. The permission to approve the requests can be granted to specific Users or Users belonging to particular Units, which are predefined through the Approval Definitions.

Approval Requests can be configured for:

  • Activities
  • Service Requests
  • Jobs
  • Subscriptions
  • Reward Offers 
    Status
    colourYellow
    titleAvailable from CRM.COM R11.0.0

Approval Request can be configured to be triggered automatically through Workflow Rules.

Workflows Access & Viewing Controls

Business Network Characteristics define the level of access for each record. i.e. Whether , whether it will be available for selection, for viewing or editing e.t.c.

EntityNetwork CharacteristicsDescription

Approval Requests

Approval Requests have no access restrictions. They can be viewed and selected by all users.
AlertsAlerts have no access restrictions. They can be viewed and selected by all users.
WebhooksWebhooks have no access restrictions. They can be viewed and selected by all users.

 

Workflows  Related Related Modules

EntityInteraction of Workflows with the EntityHow
Jobs
  • Set up Status TransitionsSet AlertsAlerts to automatically communicate new assigned Jobs to Users.
  • Set Webhooks related to Jobs to be automatically triggered.
  • Set Approval Requests to be automatically created when new or existing Jobs are updated.
  • Set Workflow Rules for Jobs to support your business Workflows.
  • Automatically schedule Activities for Jobs.
Service Requests
  • Set up Status TransitionsSet AlertsAlerts to automatically communicate new assigned Service Requests to Users.
  • Set Webhooks related to Service Requests to be automatically triggered.
  • Set Approval Requests to be automatically created when new or  existing Service Requests are updated.
  • Set Workflow Rules for Service Requests to support business Workflows.
  • Automatically schedule Activities for Service Requests.
Activities
  • Set up Status TransitionsSet AlertsAlerts to automatically communicate new assigned Activities to Users.
  • Set Webhooks related to Activities to be automatically triggered
  • Set Approval Requests to be automatically created when new or existing Activities are updated.
  • Set Workflow Rules for Activities to support business Workflows
Subscriptions
  • Set up Status TransitionsSet AlertsAlerts to automatically communicate new assigned Subscriptions to Users.
  • Set Webhooks related to Subscriptions to be automatically triggered.
  • Set Approval Requests to be automatically created when new or existing Subscriptions are updated.
  • Set Workflow Rules for Subscriptions to support business Workflows.
  • Automatically schedule Activities for Subscriptions.
Security Keys
  • Used in Webhook definitionsby webhooks in order generate a code used by third party systems to authenticate the received data. 
Reward Offers
Status
colourYellow
titleAvailable from CRM.COM R11.0.0
 
  • Set up Alerts to automatically communicate newly created Reward Offers.
  • Set Approval Requests to be automatically created when new existing Reward Offers are updated.
  • Set Workflow Rules for Reward Offers to support business Workflows.

 

Workflows  - Business Examples

The following section provides business examples to help you understand of how CRM.COM Workflows  module module is used.

Alert Installers when a new Installation Activity is created

Company ZX - New Subscription Order Workflow

 

Panel
nameblue
titleInforming Installers of new installationsNew Subscription Order

Business Requirement

Company ZX would like to inform its installers via email, every time a new installation activity is created based on the area that they are responsible for. There are exists Installation departments in 2 areas, North and South London. The first installer available is then responsible for completing the taskfollows the Business Workflow below when a new customer calls in the Call Centre to request a new Subscription.

  • The Customer Calls in.
  • The agent registers the order through a Job
  • The Job must then be accepted by the Sales Manager to progress (It is possible that Job may not be accepted)
  • Once the Job is accepted by the Sales ManageranInstaller must visit the customer's location and make the Installation.
  • Once the Installation is completed the installer activates the Subscription through his mobile phone.

 

Company ZX new order workflowImage Added 

 

CRM.COM Solution

  • User Process
    • When a new Activity of type Installation Activity is created must be assigned to the respective Unit
      • North
      • South
    • All Installers will receive an email with the new Installation
    • The first available installer will access the Activity and Accept it in order to assign to himself.

 

Note

More Information on Alert Definitions, Workflow Rules and Activities can be found at:

RequirementSolutionRequired Configuration
  • Units will be created for every area office
    • North London
    • South London
  • Users will be created for each Installer with the respective Unit
  • Alert Definition will be created with the following characteristics
    • Settings
      • Type: Email
      • Entity: Activity
      • Subject: New Installation
      • Content: Use Activity Alert Tags to set up the content of the email to be sent
    • Recipients:
      • Alert All Users of Assigned to Unit
  • Workflow Rules
    • Settings
      • Entity: Activity
      • Applicable on Entity Type: Installation Activity
    • Triggers
      • On Create
    • Actions
      • Send Alerts
        • The Alert Definition as explained above
    • The agent will register the order.
    • A Job of Type New Subscription should be registered in the System.
    • A Job Type with Fulfillment Scope New Subscription must be present in the System.
    • The order must be then accepted by the Sales Manager and progress.
    • The Sales Manager will have to approve the Approval Request created for the Job.
    • Once the Approval Request is accepted the manager should set the Job Status to 'In Progress'.
    • If the Approval Request is not accepted it is rejected and the Job Status set to 'Cancelled'.
    • An Approval Definition for Jobs must be configured with a Number of Requested Approvals set to '1' and the Sales Manager User set as the Authorised User.
    • A Workflow Rule must be configured for Jobs so that the Approval Definition is triggered every time a Job of Type New Subscription is created.
    • Once the Job is accepted by the Sales Manager, an Installer must visit the customer's house and make the Installation.
    • Once the Job's Status is set to 'In Progress' then the System should schedule an Activity of Type New Installation.
    • The installer responsible for covering the location of the Subscriber is sent an email informing of the new installation required.
    • An Activity Type Installation must be configured.
    • Automatic Collaboration Rule must be configured, to assign Activities to Installers / Users based on the location of the Contact Information.
    • A Workflow Rule must be configured for Jobs so that every time a Job of Type New Subscription is updated and the Life Cycle State is changed to 'In Progress' an Activity of Type Installation is created.
    • An Alert Definition must be configured for Activites, which emails an alert to the "Assigned to User" that a new Installation task has been scheduled, containing information related to the Contact Information / Subscriber.
    • A Workflow Rule must be configured for Activities, so that every time an Activity of Type Installation is created the Alert Definition is triggered.
    • Once the Installation is completed the installer activates the Subscription through his mobile phone.
    • An SMS will be sent to CRM.COM that will trigger the closing of the Activity and the Job.
    • Once the Status of the Job is 'Closed' the System will automatically activate the Subscription.
    		Integration using CRM.COM WEB APIs is required in order to update the Status of the Activity and the Job.
    Panel
    namegrey

    Related Areas

    Filter by label (Content by label)
    showLabelsfalse
    spacesV4Manual
    showSpacefalse

    excerpttrue

    labelsworkflows-basics-r7,workflows-advanced-r7,workflows-admin-r7

    Panel
    namegrey

    Popular Labels

    Popular LabelsspaceKeyV4Manualstyleheatmap