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.
-
Click
Add icon in the step field to
add a step after a step.
Note:
- You can also click Add icon on the line before the step to add a step before a step.
- 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
these
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 Start 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 required steps to define.