CRM Automator Guide

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Introduction
Workflow elements
Testing a workflow
Sending a workflow by e-mail
Documenting workflows
Parameters
- Defining parameters
- Key formation using parameters

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Workflow elements

Workflow elements

Elements are the building blocks of a workflow.

Below are the elements of a workflow. You can visit each of these to know the details.

Process
Learn about the processes inside a workflow.
Commands
The Command table is used to determine which commands trigger which actions.
Actions
The Actions table is used to define which actions are carried out for each command.
Keys
Use the Key Definition table to select records based on data stored in a record parameter.
Input criteria
Learn about the input criteria workflow elements.

Workflow elements

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