Defining the Create History Workflow Step

Use the CRM Workflows to support a create history step action that can be added and defined in the CRM Workflow Designer tab.

To define a CRM Workflow Create History step

  1. Select Integration > Integrations.The Integrations list page is displayed.
  2. Click CRM Workflow. The Integration detail page is displayed.
  3. Click the Workflows tab.
  4. Click the Workflow Name. The CRM Workflow Definition detail page is displayed. See Using the Workflow Definition Detail View
  5. Click the Workflow Designer tab.

  7. Click the Setting button for the Create History step to define or edit.
  8. Specify this information on the General tab:
    Caption
    The text that displays as a label.
    Delay Duration
    Specify a numeric value for a number of days, hours, or minutes after the previous step to delay before this step is generated.
    Delay Increment
    Select the Days, Hours, or Minutes after the previous workflow step to delay before this step is generated.
    Edit Condition
    Click Edit Condition to define condition criteria that must occur before the step is generated.
  9. Specify this information on the History Options tab:
    Result
    Type or select a result type from the list.
    Regarding
    Type or select a regarding type from the list.
    Category
    Type or select a category type from the list.
    Notes
    Specify notes or important items you want to include in the history.
  10. Click OK.
    Note: 
    • Create and define next step if the create history step completes.
      • Click Add icon in the Create History step.
      • Click Complete in the Select a result window.
      • Select the step action to create.
      • Click Settings button to Define the step.
    • Create and define next step if the create history step results in an error.
      • Click Add icon in the Create History step.
      • Click Error in the Select a result window.
      • Select the step action to create.
      • Click Settings button to Define the step.