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.
Mandatory Configuration
The following modules must be configured in order to use the Workflows:
| Module Name | Manual | Description |
|---|---|---|
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:
|
Related Configuration
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 |
|---|---|---|---|
| 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 |
Optional Configuration
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 |
|---|---|---|
| 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). |