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Find out what configurations should be performed using the CRM.COM Workflows module |
Learn to set up Workflows related business processes and rules.
Mandatory Configuration: Links to manuals of Workflows configuration modules that are required for the module to work correctly.
Related Configuration: Links to manuals of configuration modules other than of Workflows that offer additional functionality or are required for the module to work correctly.
Optional Configuration: Links to manuals of Workflows configuration modules that offer additional functionality but are not required for the module to work correctly.
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The following modules must be configured in order to use the Workflows:
| Module Name | Manual | Description |
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Workflow Rules Definitions | Workflow Rules are required to set up a Workflow. Workflow Rules are dependent on the processes available in the Optional Configuration. At least one 'Active' Definition from the following three must be defined in a Workflow Rule in order for its execution to deliver results:
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The following modules are related to, but are not a part of, Workflows. Such entities either:
- Must be configured accordingly in order to be able to start using the Workflows module (Configuration Type = Mandatory)
OR - May be configured to use the Workflows module at its full capacity (Configuration Type = Optional).
| Module Name | Module Manual | Module Description | Configuration Type |
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| Job Types | Configuring Job Types | The Type of the Job can be used in the conditions of the Workflow Rule. | Optional |
| Activity Types | Configuring Activity Types | The Type of the Activity can be used in the conditions of the Workflow Rule. | Optional |
| Service Requests Types | Configuring Service Request Types | The Type of the Service Requests can be used in the conditions of the Workflow Rule. | Optional |
| Subscription Types | Configuring Subscription Types | The Type of the Subscription can be used in the conditions of the Workflow Rule. | Optional |
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The following entities are available and can be configured under Workflows. A working CRM.COM model can exist without them being configured.
| Module Name | Manual | Description |
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| Alert Definitions | Configuring Alert Definitions | Required in order to create Alerts when triggered via Workflow Rules. |
| Webhook Definitions | Configuring Webhook Definitions | Required in order to create Webhook Requests when triggered via Workflow Rules. |
| Approval Requests Definitions | Configuring Approval Definitions | Required in order to create Approval Requests when triggered via Workflow Rules. |
| Secret Keys | Managing Secret Keys | Required in order to create Webhook Definitions. (i.e. you cannot set up a Webhook definition without defining a secret key). |
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