Selecting CRM workflow step result

Use to define conditions for CRM Workflow step that can be triggered to start.

  1. Select Integration > Integrations. The Integrations list page is displayed.
  2. Click CRM Workflow. The Integration detail page is displayed.
  3. Click the Workflows tab.
  4. Click the Workflow Name. The CRM Workflow Definition detail page is displayed. See Using the Workflow Definition detail view
  5. Click the Workflow Designer tab.
  6. Click Add.
  7. Select a step action to access the Select a result window and define the step based on the result of the preceding step.
    • If the previous step is an Approve step, select one of the possible options:
      • Approve: If the result of the previous Approve step is approved, the selected step is triggered.
      • Cancel: If the result of the previous Approve step is canceled, the selected step is triggered.
      • Deny: If the result of the previous Approve step is denied, the selected step is triggered.
    • If the previous step is a Branch step, and you create another Branch step, select one of the possible options:
      • Branch 1: The step is added to the first branch.
      • Branch 2: The step is added to the second branch.
    • If the previous step is a Test Condition step, select one of the possible options:
      • True: If the defined condition is true, this step is performed.
      • False: If the defined condition is not met, this defined step is performed.
    • For any other type of previous step, select one of the possible options:
      • Complete: If the previous step completes as scheduled, the selected step is triggered.
      • Error: If the previous step results in an error, the selected step is triggered.