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Creating a Workflow

The workflow rules are created to automate the process of sending email notifications, assigning tasks and updating certain fields of a record in response to activities like creating or modifying records in the selected module, when the specified conditions are met. To create a workflow,

  1. Select a module from the dropdown, corresponding to which the workflow rule is to be created.

  2. Click ADD WORKFLOW at the top right of the Workflows screen. The NEW WORKFLOW screen appears as shown below.

  1. Configure the required details in this screen. Read the Configuring Workflow Parameters section for more information.
  2. Click SAVE. The Workflow is now saved against the selected module.