You can add a new Workflow by performing the following procedure:
- Click
button from the Workflow Designer
The Workflow Designer – Add page is displayed.
- Populate the form as tabulated:
| Field | Description |
| Fields marked with (*) are mandatory. | |
| Name | Enter a name for the Workflow. |
| Description | Enter a description about the Workflow. |
| Based on | Click the drop down list adjacent to this field and select the based on value. Available options are the following:
· Title · User |
| Allow skipping between titles | Select the check box adjacent to this field, if you want to allow skipping between titles. |
| Object | Click the drop down list adjacent to this field and select an Object. |
| Applicable for child objects | Select the check box adjacent to this field, if you want to apply the Workflow on child objects as well. |
| Applicable for notes and documents | Select the check box adjacent to this field, if you want to apply the Workflow on notes and documents. |
| Enable Workflow | Select the check box adjacent to this field if you want to enable this Workflow. |
| Tracking ID | Enter the tracking ID. |
| Owner | This field is auto populated with the name of the user who has created this record. |
| Ruleset Trigger | |
| Event | Click the drop down list adjacent to field and select an event on which you want to execute this Workflow. Available options are the following:
· Record is Created · Record is Created or Updated · Record is Created or Updated, with single Trigger · Record is Created or Updated, when no action is pending · Record is Created or Updated, with single trigger for each level · Record is Created or Updated, by the user who created the record · Record is Created or Updated, by the user who created the record with single trigger for each level |
| Criteria | |
| Field | Click the drop down list and select the required fields. |
| Operator | Click the drop down list and select the required fields. Available options are the following:
· Equals · Not Equal to · Starts with · Contain · Does not contain · Less than · Greater than · Less or equal · Greater or equal |
| Value | Enter the values in respective fields. Also select the AND/OR operator. |
| Send E-mail | Select the check box adjacent to this field if you want to send an email update upon execution of the Workflow. |
| Email-template | Click the drop down list adjacent to this field and select an email template.
Note: this field is enabled only if you have selected the Send E-mail check box. |
- Click
button to save the Widget details.