Example

Learn to implement your own workflow.

Workflow concepts are best understood by implementing your own workflow. The following example builds up a simple workflow to display a rep's contacts and demonstrates how various processes can be linked to one another. An in-depth description of the various elements that make up a workflow can be found under Workflow elements.

Note: Workflows can only be defined by the administrator (SU). Before starting with the examples, ensure that you are logged on to Aurea CRM with administrator privileges.
  1. Select Info > Workflow to open the Workflow info area.

    The tree structure to the left of the screen contains an overview of your workflow.

  2. Save the workflow under the name Daily routine. The overview of the workflow to the left of the screen now displays Daily routine instead of Workflow.
  3. Click on Title and enter the workflow's title in all the desired languages. Confirm with OK.

  4. Enter a lengthier Description of the workflow in the same way. The title and description are displayed while the workflow is executed.