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Understanding Workflows

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What does this section cover?

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

TermDescription
AlertsAlerts 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 TagsAlert 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
WebhooksWebhooks 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
ApprovalsApprovals 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 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 Processes and Concepts

 

Processes / ConceptDescription

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.

EntityNetwork Characteristics

 

EXAMPLE

Accounts Receivable Classifications 

 

Workflows  Related Modules

Interaction EntityHow
  
  
  

 

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:

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