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CRM Automator Guide
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Introduction
Triggers and workflows
Explanation of terms
Workflow basics
Workflow elements
Process
Commands
Actions
Keys
Input criteria
Testing a workflow
Functionality
Performance
Troubleshooting
Sending a workflow by e-mail
Documenting workflows
Documenting workflow goal
Documenting workflow processes
Commands and actions
Documentation for the end user
Parameters
Defining parameters
Key formation using parameters
Aurea CRM Automator Guide
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Introduction
Introduction and overview of the workflow engine.
Workflow elements
Elements are the building blocks of a workflow.
Testing a workflow
This section provides a quick overview of how to test your workflow.
Sending a workflow by e-mail
Learn how to send workflows to other users.
Documenting workflows
Workflows and their processes should be documented, as with any other database application that affects several info areas.
Parameters
Parameters are used to effectively handle data within a workflow.