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Understand the usage of Workflow Rules within CRM.COM |
What does this section cover?
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What are Workflows ?
Workflow Rules are govern the behavior of specific entities in the system and the way specific actions may be applied on these entities. The actions may be automated based on specific entities, triggered by specific events and considering that the specified are triggered from specific events if certain conditions are fulfilled. Each Workflow Rules refer Rule refers to a specific Entity.
The following entities may be added in workflow rules:
- Activities
- Service Requests
- Jobs
- Subscriptions
Workflows Glossary
| Term | Description |
|---|---|
| Alerts | Alerts are used in order to communicate information to CRM.COM users, 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 alert. |
| Alert Tags | Alert tags are 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 alert |
| Webhooks | Webhooks are used in order to pass information to third party systems, without being 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 over |
| Approvals | Approvals 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. |
| Status Transitions | Status 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 and the user or unit who is performing the status transition. |
| Workflow Rules | Workflow 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 Processes and Concepts
| Processes / Concept | Description |
|---|---|
Alerts | 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 communicated to a specific user , or to all users that belong to a specific department. |
| Webhooks | |
| Status Transitions | Status 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 which could |
| Approvals |
Workflows Network Characteristics
Network Characteristics define the level of access for each record. i.e. Whether it will be available for selection, for viewing or editing etc.
| Entity | Network Characteristics |
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| EXAMPLE |
| Accounts Receivable Classifications |
Workflows Related Modules
| Interaction Entity | How |
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Workflows - Business Examples
The following section provides business examples to help you understand how CRM.COM Workflows module is used.
Title of the Business example
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Business Requirement Company ZX .......
CRM.COM Solution ...........
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Popular Labels
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