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en:scheduled_workflows [2019/08/06 16:36] hena [Scheduled Workflow Conditions Examples] |
en:scheduled_workflows [2021/03/12 23:28] (current) joebordes [Scheduled Workflow Conditions] |
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| * More than days later | * More than days later | ||
| - | These divide time in four ranges and permits us to set our target date/time in any one of them. The next image depicts the four ranges and you can get a better understanding looking at the examples below. | + | These divide time into four ranges and permits us to set our target date/time in any one of them. The next image depicts the four ranges and you can get a better understanding looking at the examples below. |
| {{ :en:corebos:workflow:sworkflow.png |}} | {{ :en:corebos:workflow:sworkflow.png |}} | ||
| + | * less than days ago = yellow, less than X days ago | ||
| + | * more than days ago = blue, more than X days ago | ||
| + | * in less than = green, Less than X days later | ||
| + | * in more than = red, More than X days later | ||
| + | * days ago = yellow+blue, X days ago | ||
| + | * days later = green+red, X days after | ||
| ===== Scheduled Workflow Conditions Examples ===== | ===== Scheduled Workflow Conditions Examples ===== | ||
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| - Hover over icon and click CRM Settings | - Hover over icon and click CRM Settings | ||
| - Click Workflows | - Click Workflows | ||
| - | - Click on top right corner | + | - In the ‘Creating Workflow’ page, under the ‘Module’ tab, Select Projects from the Target Module dropdown |
| - | - In the ‘Creating Workflow’ page, under the ‘Workflow’ tab, Select Projects from the Target Module dropdown | + | |
| - Provide description for future reference | - Provide description for future reference | ||
| - Under ‘When to run the workflow’ options, select the Schedule radio-button and select Hourly from the ‘Run Workflow’ dropdown {{ :en:corebos:workflow:firstpictureex1.png?600 |}} | - Under ‘When to run the workflow’ options, select the Schedule radio-button and select Hourly from the ‘Run Workflow’ dropdown {{ :en:corebos:workflow:firstpictureex1.png?600 |}} | ||
| Line 160: | Line 165: | ||
| - Click icon and click CRM Settings. | - Click icon and click CRM Settings. | ||
| - Click Workflows | - Click Workflows | ||
| - | - In the ‘Creating Workflow’ page, under the ‘Workflow’ tab, Select Invoice from the Target Module dropdown | + | - In the ‘Creating Workflow’ page, under the ‘Module’ tab, Select Invoice from the Target Module dropdown |
| - Provide description for future reference | - Provide description for future reference | ||
| - Under ‘When to run the workflow’ options, select the Schedule radio-button, and select Daily from the ‘Run Workflow’ dropdown {{ :en:corebos:workflow:firstpictureex2.png?600 |}} | - Under ‘When to run the workflow’ options, select the Schedule radio-button, and select Daily from the ‘Run Workflow’ dropdown {{ :en:corebos:workflow:firstpictureex2.png?600 |}} | ||
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| + | **Set automatic follow-ups with the Contacts before an Opportunity is closed** | ||
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| + | |||
| + | In this example, we will configure a workflow to send an email to Assigned to user when the Opportunity is about to Closed Won. This workflow is executed daily. | ||
| + | |||
| + | - Click icon and click CRM Settings. | ||
| + | - Click Workflows | ||
| + | - In the ‘Creating Workflow’ page, under the ‘Module’ tab, Select Opportunities from the Target Module dropdown | ||
| + | - Provide description for future reference | ||
| + | - Under ‘When to run the workflow’ options, select the Time Interval radio-button, and select Daily from the ‘Run Workflow’ dropdown {{ :en:corebos:workflow:firstpictureex3.png?600 |}} | ||
| + | - Under the ‘Conditions’ tab, provide the filter conditions. Two conditions need to be configured: Expected Close Date in more than 10 days, and Sales Stage is not Closed Won. {{ :en:corebos:workflow:secondpictureex3.png?600 |}} | ||
| + | - After configuring the conditions, you need to send email alerts to “Assigned To” user to follow up with the Client. To compose an email notification, under the ‘Tasks’ Click New Task and then Click Send Mail. | ||
| + | - Provide Task Title — Just for your reference. In the To field, select “Assigned To’ user’s email address. Provide catchy subject and compose your email body. {{ :en:corebos:workflow:thirdpicture_ex3.png?600 |}} | ||
| + | - Once you’re done, click Save. | ||
