Editing a Workflow step
CRM Workflows support a variety of step actions that can be added and defined in the CRM Workflow Designer tab.
To edit a CRM Workflow step
:- Click Integrations on the Navigation Bar. The Integrations list page is displayed.
- Click CRM Workflow. The corresponding Integration detail page is displayed.
- Click the Workflows tab.
- Select the Workflow Name. The CRM Workflow Definition detail page is displayed. See Using the Workflow Definition detail view.
- Click the Workflow Designer tab.
-
Click the
Settings
icon
of
the required step to define or edit and
perform
the steps for the selected step action type:
- 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 Start Workflow Step.
- Stop Workflow.
- Test Condition. See Defining the Test Condition Workflow Step.
- Update Entity. See Defining the Update Entity Workflow Step.
- Click OK to close the step editor when finished.
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