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Understand the usage of Workflows 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 conditions are fulfilled. Workflow Rules refer to a specific Entity.
Workflows Glossary
| Term | Description |
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| 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. |
| 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 |
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Alerts |
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| Webhooks | |
| Status Transitions | |
| 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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