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 view is displayed.
- Click CRM Workflow. The Integration detail view is displayed.
- Click the Workflows tab.
- Click the Workflow Name. The CRM Workflow Definition detail view 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.
- Mail Merge. See Defining the Mail Merge workflow step
- Run Report. See Defining the Run Report 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.