Defining the business rule workflow step
CRM Workflows supports a business rule step action that can be added and defined in the CRM Workflow Designer tab. The Business Rule step is used 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.
- 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.
- Click the Workflow Name. The CRM Workflow Definition detail page is displayed. SeeCRM workflow Properties tab.
- Click the Workflow Designer tab.
- Click the Settings icon to define or edit the Business Rule step.
-
Specify
this information on General tab:
- Caption
- The text that displays as a label for this step.
- Delay Duration
- A numeric value for a number of days, hours, or minutes after the previous step to delay before this step is triggered.
- Delay Increment
- The Days, Hours, or Minutes, Hours, or Days after the previous workflow step to delay before this step is triggered.
- Edit Condition
- Define the condition criteria that must display before the step is triggered. See Defining CRM Workflow step conditions.
-
Define the business rule options
in
the Business Rule Option
tab:
- Entity
- Click Search and use the Lookup to find and select the entity to be associated with the step, and then click OK.
- Method
- Click Search 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
date
and time 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
these
supported
date
and time 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 date and time 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.
- For static values: You can use any of
these
supported
date
and time formats:
- 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.
-
Click OK.
Note:
- Create and define next step if the business rule step is
completed:
- Click the Add icon in the Business Rule step.
- Click Complete in the Select a result window.
- Select the step action to create.
- Define the step.
- Create and define next step if the business rule step results in an
error:
- Click the Add icon in the Business Rule step.
- Click Error in the Select a result window.
- Select the step action to create.
- Define the step.
- Create and define next step if the business rule step is
completed: