Introduction

Introduction and overview of the workflow engine.

Workflows allow you to:

• Display related information from various info areas on a single screen; e.g. all activities a person is involved in
• Define commands that trigger actions
• Access and manipulate data in the database
• Define and depict new relationships in the database
• Distribute processes amongst stations and users by sending workflows via e-mail
• Add, edit and delete data manually or automatically
• Guide users through their daily tasks, determining which data is displayed and accessible; e.g. all their current contacts including the contact history and links to associated opportunities, projects and offers
• Define conditions that influence the subsequent steps in the workflow
• Configure overviews in which numerical fields are aggregated
• Create custom links between various info areas and display an overview thereof. Users can switch between associated records