Defining the Create Entity Workflow Step

CRM Workflows support a start workflow step action that can be added and defined in the CRM Workflow Designer tab. The Start Workflow step starts another workflow within a workflow. Including a start workflow step in a workflow will cause the specified workflow to be run as defined when the start workflow step is triggered.

The selected workflow requires to be active, however, does not require the trigger options to be selected or a trigger condition.

Note: 
  • Only workflows that are related to the current workflow entity can be selected.
  • The entity record used for the new workflow is based on the relationship to the current workflow entity. For example, an opportunity workflow can start an account workflow that can be executed against the account associated with the opportunity

To define a CRM Workflow Start Workflow step:

  1. Click Integrations on the Navigation bar. The Integrations list page is displayed.
  2. Click CRM Workflow. The corresponding Integration detail page is displayed.
  3. Click the Workflows tab.
  4. Click the Workflow Name of the workflow you want to open. The CRM Workflow Definition detail page is displayed.
  5. Click the Workflow Designer tab.
  6. Create a Start Workflow step, if required.
  7. Click the settings for the Start Workflow step you required to define or modify.
  8. Complete the steps on the General tab:
    • Caption: The text displays as a label for this step.
    • Delay Duration: A numeric value for a number of days, hours, or minutes that can be specified after the previous step to delay before this step is triggered, if required.

    • Delay Increment: Days, Hours, or Minutes, Hours, or Days that can be selected after the previous workflow step to delay before this step is triggered, if required.

      Edit Condition: The Edit Condition option is to be selected for defining condition criteria that must occur before the step is triggered.

  9. Use the Start Workflow Options tab to define the following history options:
    • Workflow: Click the (Find) icon, use the Lookup to find and select the workflow to be executed with the step, and click OK. The list of available workflow options is limited based on the entity associated with the workflow.
  10. Click OK when finished.
  11. Create and define next step if the start workflow step is completed.
    1. Click the add icon in the Start Workflow step.
    2. Click Complete in the Select a result window.
    3. Select the step action to create.
    4. Click the settings to define the step.
  12. Create and define the next step if the update start workflow step results in an error.
    1. Click the add icon in the Start Workflow step.
    2. Click Error in the Select a result window.
    3. Select the step action to create.
    4. Click the settings to define the step.