What does this section cover?
What are Workflows ?
Workflows Glossary
| Term | Description |
|---|---|
| Alert Related Terms | |
| 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 |
| 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 |
| Webhook Related Terms | |
| 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 |
|
| 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 |
|---|---|
| EXAMPLE |
| Accounts Receivable Classifications |
Workflows Related Modules
| Interaction Entity | How |
|---|---|
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
Provide a title for the business example. (Keep simple and short)
Business Requirement
Company ZX .......
CRM.COM Solution
...........
- Configuration
- User Process
More Information on Specific modules can be found at:
Related Areas
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Working with Status Transitions — Discover Status Transitions and how they work
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Managing Activities Approval Requests — Find out how to approve cancel or reject pending Approval Requests for Activities, through the Activities Data Entry page
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Managing Jobs Approval Requests — Find out how to approve cancel or reject pending Approval Requests for Jobs, through the Jobs Data Entry page
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Managing Approval Requests from the Entity Page — Learn how to Approve, Cancel or Reject Pending Approval Requests from the Entity Data Entry page
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Managing Subscriptions Approval Requests — Find out how to approve cancel or reject pending Approval Requests for Subscriptions, through the Subscriptions Data Entry page
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Configuring Approval Definitions — Learn to configure Approval Business Definitions that determine the overall behaviour of Approvals
-
Configuring Workflow Rules — Learn to configure Workflow Rules that determine the overall behaviour of Workflows
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Configuring Webhook Definitions — Learn how to configure Webhook Business Definitions that determine the overall behaviour of Webhooks
-
Understanding Workflows — Understand the usage of Workflow Rules within CRM.COM
-
Using Alert Tags — Discover Alert Tags and how you can use them
-
Configuring Alert Definitions — Learn how to configure Alert Business Definitions that determine the overall behaviour of Alerts
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