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What are Workflow Rules, Workflow Alerts, Workflow Tasks & Workflow Assignment Values?
Workflow Rules Workflow Rule helps you to specify, when a workflow should be triggered & be executed ( based on criteria ). For more details about Workflow Rules, click here. Workflow Alerts Using Workflow Alerts you can send automatic ...
Creating Workflow Automations
Workflow Rules are a set of actions (alerts, tasks, field updates and custom functions) that are executed when certain specified conditions are met. These rules automate the process of sending email alerts, assigning tasks and updating certain fields ...
How can I use Workflow?
Workflows are available in the following modules, Requests, Solutions, Contacts, Accounts, Contracts & Products In all organization, a pre-defined process will be followed for assignment of tickets, tracking status, setting due dates & sending ...
Can I associate a Workflow Alert or Task or an Assignment value to multiple Workflow Rules?
Yes, you can associate a Workflow Alert or Workflow Task or Workflow Assignment Value to multiple Workflow Rules.
Can I create a Workflow Rule without setting up Alerts, Tasks & Assignment Values?
Yes. You can create a workflow rule without setting up any Alerts, Tasks and Assignment Values to it. But remember that, no action will be performed when the workflow rule is executed. So it is important to associate a Workflow Alert or Task or ...