Defining the Create History Workflow Step

CRM Workflows supports 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:

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.
If necessary, create a create history step. See Inserting a new CRM Workflow Step
Click the Settings for the Create History step to define or edit.
Specify this information on the General tab:

Caption

The text that displays as a label.

Delay Duration

The numeric value for a number of days, hours, or minutes after the previous step to delay before this step is generated.

Delay Increment

the Days, Hours, or Minutes after the previous workflow step to delay before this step is generated.

Edit Condition

Click Edit Condition to define the condition criteria that must occur before the step is generated. See Defining CRM Workflow Step Conditions
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 to include in the history.
Click OK.
Note:
- Create and define next step if the create history step is completed.
  - Click Add icon in the Create History step.
  - Click Complete in the Select a result window.
  - Select the step action to create.
  - Click Settings 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 to define the step.