Inserting a New CRM Workflow Step
You can use CRM Workflows for a variety of step actions that can be added and defined in the CRM Workflow Designer tab.
- Select Integration > Integrations.The Integrations list page is displayed.
- Click CRM Workflow. The Integration detail page is displayed.
- Click the Workflows tab.
- Click the Workflow Name. The CRM Workflow Definition detail page is displayed. See Using the Workflow Definition Detail View.
- Click the Workflow Designer tab.
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On the tab you can:
- Click the Add icon in the step box to add a step after a step.
- Click the Add icon on the line before the step to add a step before a step.
Note: If prompted to select a result, select the result of the before step that generates the step you just created. See Selecting CRM Workflow Step Result. -
Select one of the following step actions and complete the options specific to
that action in the Insert New Workflow Step window:
- Approve. See Defining the Approve Workflow Step.
- Branch. See Defining the Branch Workflow Step.
- Business Rule. See Defining the Business Rule Workflow Step.
- Create Activity. See Defining the Create Activity Workflow Step.
- Create Entity. See Creating CRM Workflow Entity.
- Create History. See Defining the Create History Workflow Step.
- Send Email. See Defining the Send Email Workflow Step.
- Start Workflow. See Defining the Create Entity Workflow Step.
- Stop Workflow.
- Test Condition. See Defining the Test Condition Workflow Step.
- Update Entity. See Defining the Update Entity Workflow Step.
Note: If prompted to select a result, select the result of the before step that generates the step you just created. See Selecting CRM Workflow Step Result. - Repeat the steps 6-7 until your workflow contains all the steps you want to define.