Workflows are available in the following modules,
Requests, Solutions, Contacts, Accounts, Contracts & Products
In all organization, a pre-defined process will be followed for assignment of tickets, tracking status, setting due dates & sending notifications.
Workflow can be triggered whenever a new request is created, modified and also when a new response is received for an existing ticket.
Workflow will be executed based on the rule criteria. For each workflow that is triggered, you can assign task, send notification or update fields or do all of them together.
Related Articles
How can I disable workflow rules for Standard users?
Workflow rules can be defined by any user who has the 'Manage Workflow' permission. By default, the Standard profile user also has this permission and you cannot change it. However, you can create another profile without the 'Manage Workflow' ...
How can I disable workflow rules for Standard users?
Workflow rules can be defined by any user who has the 'Manage Workflow' permission. By default, the Standard profile user also has this permission and you cannot change it. However, you can create another profile without the 'Manage Workflow' ...
How can I disable workflow rules for Standard users?
Workflow rules can be defined by any user who has the 'Manage Workflow' permission. By default, the Standard profile user also has this permission and you cannot change it. However, you can create another profile without the 'Manage Workflow' ...
Workflow Tasks
Workflow Tasks are assigned to the users when the associated workflow rules are triggered. A workflow task can be associated to a workflow rule, when you want to create a task and assign it to a user, upon triggering the rule. Availability Profile ...
Use Signature
While sending emails to your customers, you can embed a signature automatically in the body of the message. Signatures can be customized as per your requirement. To use the signature feature Click Setup > Personal Settings > Account Information. In ...