Defining the Business Rule Workflow Step

CRM Workflows support a business rule step action that can be added and defined in the CRM Workflow Designer tab. The Business Rule step allows for the execution of a business rule on the server based on the defined parameters. The current entity parameter is set automatically so it is not included in the list of parameters.

  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. The CRM Workflow Definition detail page is displayed. SeeCRM Workflow Properties tab.
  5. Click the Workflow Designer tab.
  6. Click the settings icon to define or edit the Business Rule step.
  7. Complete the following on General tab:
    Caption
    The text that displays as a label for this step.
    Delay Duration
    If desired, specify a numeric value for a number of days, hours, or minutes after the previous step to delay before this step is triggered.
    Delay Increment
    If desired, select Days, Hours, or Minutes, Hours, or Days after the previous workflow step to delay before this step is triggered.
    Edit Condition
    Click Edit Condition to define condition criteria that must display before the step is triggered. See Defining CRM Workflow Step Conditions.
  8. Define the business rule options using the Business Rule Option tab.
    Entity
    Click the Search button and use the Lookup to find and select the entity to be associated with the step, and then click OK.
    Method
    Click the Search button and use the Lookup to find and select the required business rule method to define for the step, and then click OK.
    Parameter
    Define each parameter designated for the selected business rule method. The available parameters depend on the selected business rule method.
    • For string properties you can type a static value or use the @mention user interface to select a token from the popup listing to include dynamic Infor CRM SLX content. Type the ‘@’ character followed by a portion of the desired token content.
    • For date or datetime properties you can type a static value or use the @mention user interface to select a token from the popup listing to include dynamic Infor CRM SLX content.
      • For static values: You can use any of the following supported datetime formats:

        05/01/2009 14:57:32.8

        2009-05-01 14:57:32.8

        2009-05-01T14:57:32.8375298-04:00

        5/01/2008

        05/01/2008

        5/01/2008 14:57:32.80 -07:00

        1 May 2008 2:57:32.8 PM

        Fri, 15 May 2009 20:10:57 GMT

        2023-11-05T13:15:30Z

      • For dynamic values: Type the ‘@’ character followed by a portion of the desired token content.

        For a datetime field, you can also specify a day incrementor using a date @mention token. For example, $CurrentDate +7 would calculate the date as 7 days after the date the step is triggered.

    • Select or clear the check box for Boolean properties.
    • For numeric properties, type a number or use the up and down arrows to select a number value.
  9. Click OK when finished.
  10. Create and define next step if the business rule step completes.
    1. Click the Add icon in the Business Rule step.
    2. Click Complete in the Select a result window.
    3. Select the step action to create.
    4. Define the step.
  11. Create and define next step if the business rule step results in an error.
    1. Click the Add icon in the Business Rule step.
    2. Click Error in the Select a result window.
    3. Select the step action to create.
    4. Define the step.