Creating Effective Workflows
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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
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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
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Part I: System Configuration
Email Settings for Alerts
Advanced Time Elapsestselect_type_dom
Scheduler for Time Elapsed workflow
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Part II: Automate Business Process
Workflow DefinitionExecution OccursTarget ModuleApplies ToProcessing Order
ConditionsTarget & Related ModuleFields & Values
OperationAlerts
Alert Email Templates
ActionsTarget & Related ModuleFields & Values
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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
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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
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Demonstration
Create a Workflow
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Question and Answer
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Creating Effective Workflows
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