Workflow Engine - enables users to implement rules that trigger certain actions such as sending SMS, emails, and creating tasks. Users will be able to processes that are done. Only Administrators can create/update Workflow.
How to create a Workflow
Login to Fieldmagic as an administrator.
Click on the profile, and click Settings.
Go to Workflows & Notifications section and select 'Workflow'.
Start creating your Workflow by clicking the +add button.
Add Workflow Name. You may also add a description for the Workflow.
Then select the Module where you want to apply the workflow. The Conditions and Actions will be based on the Module selected
Select when you want to execute the workflow.
When a record is created
When a record is modified
Add the conditions to trigger workflow actions. Conditions will be based on the Modules selected.
When a record is created
When a record is modified
Add actions to be performed.
Actions will be based on the Modules selected.
Create a Task - This action will create a Task on the record created/modified
Modify Current/Parent Record - This action will modify the current/parent record
Send Email/SMS - This action will send an email/SMS to the Recipient Source
Actions needed to be configured.
Configurations
- Configure Task - Must have a Task Name
Configure Current Record - This will modify the fields of the Module selected. Add fields to be modified and add the new value.
Configure Parent Record - This will modify the fields of the Parent Module selected. Add fields to be modified and add the new value.
Configure Email/SMS
Recipient Source
From Current Record
If the module has an Email Address/Phone Number Field
From Related Contact Role/From Parent Record/From Parent Related Contact Role
Some modules do not have an Email Address/Phone Number Field, which will be taken from the Parent record/Related Contact Role/Parent Related Contact Role
Role Name: Assigned Roles in Contact Module
Configure Email
Configure SMS
