CRM Workflows
The CRM Workflow provides automated email notifications directly from CRM, with or without ION integration. The CRM based trigger conditions and corresponding notification template are defined in the CRM Workflow Definition form.
- On the Navigation bar, click .
- In the list view, click .
- Click the Workflows tab, and then click the .
Information Fields
You can view and edit the following information:
| Property | Description |
|---|---|
| Workflow Name | The unique workflow name as defined in the ION Desk Workflow editor. |
| Description | A brief description of the workflow’s purpose. |
| Active | Select the Active checkbox to enable the workflow. |
| Auto Triggered |
Select the Auto Triggered checkbox to enable active monitoring of updated data content based on the trigger condition. Note: The manual workflow execution option is not supported by the CRM Workflow interface. |
| Owned By | Defines the entity property used for notifications to the data owner. |
| Entity |
Defines the primary business entity or data content for the workflow. |
| Initial Delay | (Optional) Specify a number of minutes by which to delay the start of the workflow when additional work may be required by the user For example, to prevent triggering a workflow when a user may perform consecutive edits. |
| Trigger condition |
Defines the data content required to start or launch the execution of the workflow. CRM starts the workflow when the conditional requirements are met by new or updated data content. Click Edit Condition to define the condition by selecting an entity property, selecting an operator, and then providing the constant value for the entity property to be compared with. Complex trigger conditions are built using the Add icon, ‘+’, to include an additional statement. For more information see Setting Trigger Conditions for a Workflow The CRM Workflow trigger condition is met when all conditional statements are true and one or more of the properties specified in the trigger condition was updated in CRM. Once the conditional requirements are met by new or updated data content, the workflow starts. |