Workflows

Listed below is a brief guide to creating a new workflow.

Before you start

When building a new workflow it is a worth while exercise to do the following

- Check you have enabled your CRM system to have Workflows running. To do this go to Administration>Advanced Customisation>Workflow and Escalation Configuration
- Create a plan of what you want your workflow to do. Make notes of various stages, tasks to be completed at each stage etc.
- Make sure any work needed to the system has been completed, for examples any customisations to fields or screens.
- Customised any Stage and Status selection lists for Cases, Opportunities, leads or Solutions. Make sure these are right as what may define a state in a workflow could depend on this.

When you are happy you have anything in place you can then start creating your workflow.

Creating a new Workflow

To create a new workflow go to Administration -> Advanced Customisation -> of Workflow and click on the new icon. Give the workflow a name and description and tick weather it is enabled or not.
When you click on Save you will the be shown the workflow tree for you to design. On this page you will be able to add the different States and Rules for your Workflow to work.

To add new states click, on New State and enter the relevant details. Do this for all the states required and when you have completed this drag them from the top of the screen under Available States onto the screen where you want them to be within the workflow tree. When you have the design correct you can then add new rules, to do this click on New Rule, enter the relevant details. When you do this the rules will be added to the left of the tree under the Header Available Rules. To apply click and drag the rule to the state where you want it to apply


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