Introducing workflow rules
Workflow rules are a set of actions that are executed when specific conditions are met. Upon these conditions being met, the rules automate the process of sending emails, assigning tasks, and updating fields.
Workflow rules consist of the following elements:
- Basic Details: To specify the module, rule name, and description.
- Rule Trigger: To specify when the rule should be triggered. Examples of such triggers are outlined as follows:
Execute based on a record's action: Rules will be triggered when a record is created, edited, deleted, or if certain fields have been updated.
Execute based on date field's value: Rules will be triggered either before, on, or after any date field in the record.
Execute based on the record's score: Rules will be triggered when the score of a record is increased, decreased, or updated.
- Workflow Condition: It is possible to specify single or multiple conditions in a workflow rule. We may apply the rule...
