content-management content-management

How to Set Module Updates Using Workflow

How to Set Module Updates Using Workflow

content-management

1. Go to settings of CentraHub CRM, Type Workflow in the search box on the left side of the screen.

content-management
content-management

2.Click on Workflow to create a new.

content-management

3. On Workflow list page, Click on Action tab.

content-management
content-management

4. Under the Action tab of workflow, Click on Create Module. (Create Module page displays)

5. Click on Ok.

Field Description for a New Activity

Destination Module

From the drop-down list, select the Module for which you want to create updates

Layout Name

Select the Layout Name for the Module from the drop-down list. (Default layout would be standard layout)

Module[Activities]

Here you can edit the field name of the Module

Default value

Set any default value for the field.

Override

Select the override option for overwriting the data.

5. Click Ok.

Didn’t Find an Answer?

Get in touch with us for details on setup and additional custom services pricing

CONTACT US