What are Workflow Rules, Workflow Alerts, Workflow Tasks & Workflow Assignment Values?
Workflow Rules
Workflow Rule helps you to specify, when a workflow should be triggered & be executed ( based on criteria ).
Workflow Alerts
Using Workflow Alerts you can send automatic pre-defined e-mail notifications when a workflow is executed. You can choose an e-mail template for this notification. Notification can be sent to Support Reps, Record Owner and Creator or to anyone by specifying their e-mail alias. Contacts can also be notified when the Rule is set for the Request module.
You can also associate a Workflow Alert to multiple Workflow Rules.
Workflow Tasks
Using Workflow Tasks you can create tasks for Support Reps when a workflow is executed. You can also set the due date for the task based on the Workflow trigger date.
You can associate a Workflow Task to multiple Workflow Rules.
Workflow Assignment Values
Using Workflow Assignment Values you can auto-assign tickets to Support Reps, set its due date, change priority & update fields in a module.
You can associate a Workflow Assignment Value to multiple Workflow Rules.
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Workflow Rules/Alerts
Workflow Rules in CRM, are a set of actions (alerts, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email alerts, assigning tasks and updating certain fields of a ...
Can I associate a Workflow Alert or Task or an Assignment value to multiple Workflow Rules?
Yes, you can associate a Workflow Alert or Workflow Task or Workflow Assignment Value to multiple Workflow Rules.
How many alerts, tasks and field updates can I associate to a workflow rule?
You can associate maximum 5 alerts, 5 tasks and 3 field updates to each action (Instant or Time Based) in a workflow rule.
How many alerts, tasks and field updates can I associate to a workflow rule?
You can associate maximum 5 alerts, 5 tasks and 3 field updates to each action (Instant or Time Based) in a workflow rule.
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 ...