Setting Trigger Conditions for CRM Workflow

Use the Edit Condition window to define one or more conditions that must be met to trigger a CRM Workflow. You can choose an attribute, an operator and specify text.
Note: Trigger conditions may be specific to the selected trigger type. If you change the trigger type after specifying trigger conditions, you are prompted to clear the existing conditions and continue.

To edit a condition:

  1. Select Administration > Integrations > CRM Workflow. The CRM Workflow screen is displayed. See CRM workflows
  2. Select Workflow Name in the Workflows tab. The Workflow Definition detail view is displayed.
  3. Click Edit Condition. The Edit Condition window is displayed.
  4. Select a field from the drop down list in the Attributes field.
    Note: The Attributes options depend on the CRM Workflow entity and trigger type. For the Date Trigger option, the first condition must be based on a date field.
  5. Select a condition operator from the list. The operators available depend on the selected attribute. Specify this information:
    Contains
    The workflow triggers if the field contains the specified value.
    Does not contain
    The workflow triggers if the field does not contain the specified value.
    Earlier than Current Date
    The workflow triggers if the date field value is earlier than the current date.
    Equal or Earlier than Current Date
    The workflow triggers if the date field value is earlier or equal to the current date.
    Equal or Later than Current Date
    The workflow triggers if the date field value is later than or equal to the current date.
    Equal to
    The workflow triggers if the field equals the specified value.
    Equal to Current Date
    The workflow triggers if the date field value is equal to the current date.
    Not Equal to
    The workflow triggers if the field does not equal the specified value.
    Less than
    The workflow triggers if the field is less than the specified value.
    Equal or Less than
    The workflow triggers if the field is less than or equal to the specified value.
    Greater than
    The workflow triggers if the field is greater than the specified value.
    Equal or Greater than
    The workflow triggers if the field is greater than or equal to the specified value.
    Later than Current Date
    The workflow triggers if the date field value is later than the current date.
    On Change
    The workflow triggers when the specified field value is updated.
    Note: You cannot create an On Change trigger based on the Create Date, Create User, Modify Date, or Modify User.
    Past due x days
    The workflow triggers when the current date is the specified number of days or more after the specified date field.
    Past due x hours
    The workflow triggers when the current date/time is the specified number of hours or more after the specified date/time field.
    Within x days
    The workflow triggers when the current date is within the specified number of days before and up to the specified date field.
    Within x hours
    The workflow triggers when the current date/time is within the specified number of hours before the specified date/time field.
  6. Specify the value or date/time for the condition in the next field, if applicable.
  7. Click Add Condition and repeat steps 4-6 for each condition.
  8. Click OK.