Workflow Rules

When designing Workflows within CRM you will be able to add rules to the Workflow. Below are details of the different options you have and a brief description for each different type.

Primary

The Primary Rule is used at the start of the Workflow to create a new entity that is part of the workflow. A light purple arrow in the workflow tree symbolizes a Primary rule. From a user point of view the rule would replace the ‘New’ icon in Opportunities, however it would be possible to name the Rule New Opportunity and the new.gif file as the alternative image.

Primary rules are only effective for Cases, Opportunities, Solutions and Leads (not Companies and People).

Transition.

If you want to connect two different states within a workflow, you would use transitional rule. A Purple arrow in the workflow symbolizes a Transition Rule.

Conditional

A conditional rule can be used within the workflow to create two sets of actions. One is executable when the JavaScript condition is true, the other when the JavaScript is false. When the user selects the rule then the actions will be executed. Two Purple arrows symbolize the Conditional Rule, one with a green tick (true) and one with a red tick (false).

Escalation

An Escalation rule can be used to trigger an action or series of actions based on SQL Where clauses. A Blue arrow in the workflow symbolizes an Escalation Rule.

Global

By using the Global Rule the rule will always be available, but they do not workflow into another State. A Blue arrow with a Purple Circle symbolizes a Global Rule.

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