workflow in centrahubcrm

Workflow

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field-description

Field Specification for Workflow List

Definition

To define the workflow.

1. WorkFlow Name

Specify the name of the Workflow to be automated. (In this case, it is Scheduling mass Email)

2. Execute On

Refers to the Module to which WorkFlow has to be linked.

3. Evaluate On

Refers to the condition on which the WorkFlow has to be automated. (To Schedule Mass Mail on a Periodic basis, Select the Periodic option and Define Frequency template on a periodic basis).

4. Priority

Refers to the priority of execution of WorkFlow, if there are other WorkFlows linked to the same Module.

Priority=1

If Priority =1, then that WorkFlow is automated first.

Priority=2

If Priority =2, then that WorkFlow is automated on the second basis with respect to that Module.

Note: Like ways, Priority can be assigned to WorkFlow.

  • 4. Click Next to proceed.

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