Automation & workflows — found from sitemap — EspoCRM

Cited by

Facts read from this source

• Workflows availability Report an error

  “The Workflows feature is available in the Advanced Pack extension. It is also included in the cloud plans.”

• Workflows purpose Report an error

  “The Workflows tool allows you to set up automation rules. It is well suited for simpler automation use cases where not many steps are required to complete a task, as opposed to the BPM tool, which excels at handling more complex logic.”

• Workflow rule components Report an error

  “When creating a workflow rule, you need to define: trigger type, conditions that trigger the rule, actions that will be executed as the workflow is processed.”

• Workflow trigger types Report an error

  “A rule can be triggered when a record is saved and certain conditions are met, by a UI button click, on a schedule, or by another automation.”

• Workflow actions examples Report an error

  “Add an action ‘Send Email’, specify the number of days when the email must be sent, select Account as a recipient, and select an email template.”

• Workflow create related entity Report an error

  “Add an action ‘Create Related Entity’, select the Tasks link, and specify all needed Task’s fields.”

1 fact read from this page is not shown because it could not be confirmed on the page as captured.