Wednesday, 15 August 2012

Workflows

Workflow:
"Automating set of manual steps"

* Whenever an event occur based on the criteria an action will takes place.
* Three phases in workflow:
   1. Evaluation Criteria
       In this we have three events
       i.   Create a record or Edit a record but previously did not meet the criteria.      
Rule                     
Create
Edit
met
Yes (Action takes place)
No
met
No
Yes(Action takes place)
met
Yes (Action takes place)
Yes
not met
No Action
No Action
       ii.  Only when a record is created.
Rule                     
Create
Edit
met
Yes (Action takes place)
No
met
No
Yes
met
Yes (Action takes place)
Yes
not met
No Action
No Action
       iii. Every time when a record is created or edited
Rule                     
Create
Edit
met
Yes (Action takes place)
No
met
No
Yes(Action takes place)
met
Yes (Action takes place)
Yes(Action takes place)
not met
No Action
No Action

   2. Rule Criteria
       We have two types of conditions
       i.  Criteria met
       ii. Formula based
   3. Workflow Action
       In this we have two types of workflow actions
       a. Immediate Workflow Action
       b. Time dependent workflow action
       Note: *for Every time when a record is created or edited this is disabled.
                 *Before 999 days only we can schedule
       In this we can perform four actions
       i.   New Email Alert
       ii.  New Task
       iii. New Field Update
       iv. New Outbound Message

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