Workflows

Workflows enable users to perform actions when specific actions occur.

Creating a Workflow

Note: Users must have the User Workflows User permission to create workflows

1. Navigate to the My User Workflows tab.
2. From the My Workflows list click the New button.

The Workflow Screen

Let’s take a look at each option in the screen:

• Workflow Name - this shows up in your Workflow List. For workflows that create a task it’s also the name of the task that is created.
• Choose an Object - choose the Object your workflow should attach to. Note that only objects enabled by the administrator are available.
• Execute On - choose when to execute the workflow. Available options include On Create, On Create or Update, and Created or Updated to Meet Criteria
• Criteria - if you choose to Execute On Created or Updated to Meet Criteria then you’ll be presented with the Criteria section. You can choose up to 6 fields as criteria. Depending on the field you choose you can choose from a variety of operators. For example, if you choose a numeric field then the operators include Less Than whereas if you choose a string field the operators include Starts With.
• Action to take - the action to take when the workflow runs. Currently there are two options: Email Me and Create a Task.

Criteria

Here’s some information on various criteria:

• Strings are case insensitive. That is, a workflow that looks for salesforce will match SALESFORCE or SalesForce
• When working with Date, DateTime, and Time fields, Less Than is equivalent to Before and Greater Than is equivalent to After. So 2001-01-01 is Less Than 2001-01-02.