Workflow sugar 6_2

Creating Effective Workflows

©2011 SugarCRM Inc. All rights reserved. 1

Learning Objectives

This session will enable you to:

Understand when to use Sugar workflow

Configure your system to enable workflows

Utilize the Sugar workflow components such as conditions and alerts


Why and When to Use Workflow

Standardize business processes across the organization

Create custom business processes based on unique needs of your company

Define alerts, triggers, and actions to ensure follow-through


Part I: System Configuration

Email Settings for Alerts

Advanced Time Elapsestselect_type_dom

Scheduler for Time Elapsed workflow


Part II: Automate Business Process

Workflow DefinitionExecution OccursTarget ModuleApplies ToProcessing Order

ConditionsTarget & Related ModuleFields & Values

OperationAlerts

Alert Email Templates

ActionsTarget & Related ModuleFields & Values


Example I: Alert & Time Elapse

Create the DefinitionTarget module LeadsApplies to New Records OnlyProcessing Order is Alerts then ActionsExecution Occurs After Time Elapses

Create the ConditionsStatus does not change for 6 hours

Operations - AlertCreate the Alert TemplateCreate Alert WorkflowAlert Recipient List


Example II: Action & When Record Saves

Create the DefinitionTarget module Accounts

Applies to New Records Only

Processing Order is Actions then Alerts

Execution Occurs When Record Saves

Create the ConditionsWhen the Billing Street changes in the Accounts module

Operations - ActionCreate a Call record in the Contact (Related Module) to the Account (Target Module)

Complete the Call record fields


Demonstration

Create a Workflow


Question and Answer


Creating Effective Workflows


Date post:	18-May-2015
Category:	Technology
Upload:	epicom
View:	1,220 times
Download:	0 times

Workflow sugar 6_2

Technology