WORKFLOW :
- Whenever create a record only,different Actions are performed and executed.
- Whenever If you want these above actions are executed based on application by using " Rule Criteria " & " " Evaluation Criteria ".
- Workflow is help us to accessing business and intimated automatically.
- It's an inbuilt functionality used on single object.
- Using workflow,based on criteria we mentioned on the parent record,we can do field update on the parent only But not on child object.
- Different types of actions are performed in workflow's.
They are :
1.Immediate Actions
2.Time-Triggered Actions - means specific time is given to perform an action.
- Whenever create a record only,different Actions are performed and executed.
- They are
1.send Email alert(sender,which email,To whom)
2.create tasks(which tasks,To whom,Due Date,Priority)
3.Field Update(Object,field,logic)
4.Send Outbound Message(Endpoint URL,fields....)
1.Send Email Alert :
- whenever some activity has happened in the application and meets our criteria.
- we can plan to notify one/multiple users through an email.An email has send to be predefined in the system and also provided in the workflow.
2.Creating a Tasks :
- helps us to create a task to any user in the organization and perform some activities with specific time.
- All the tasks assign to the user,will be displayed in the home page of that user's a/c's and reminder will be pop-up automatically whenever due date is approached.
3.Field Update :
- Any field in the object on which workflow rule has been created OR any related object can be updated to a constant/dynamic value if the workflow is triggered.
- Dynamic value updation can be performed with the help of formulas.
4.Sending an Outbound Message :
1.Send Email Alert :
- whenever some activity has happened in the application and meets our criteria.
- we can plan to notify one/multiple users through an email.An email has send to be predefined in the system and also provided in the workflow.
2.Creating a Tasks :
- helps us to create a task to any user in the organization and perform some activities with specific time.
- All the tasks assign to the user,will be displayed in the home page of that user's a/c's and reminder will be pop-up automatically whenever due date is approached.
3.Field Update :
- Any field in the object on which workflow rule has been created OR any related object can be updated to a constant/dynamic value if the workflow is triggered.
- Dynamic value updation can be performed with the help of formulas.
4.Sending an Outbound Message :
- An external application can be intimated with some information from our objects along with the session ID and record ID whenever a workflow is triggered.
- The message format that be support right now is " SOAP ", originally defined as Simple Object Access Protocol.
" SOAP is a protocol specification for exchanging structured information in the implementation of Web Services in computer networks."
- The message format that be support right now is " SOAP ", originally defined as Simple Object Access Protocol.
" SOAP is a protocol specification for exchanging structured information in the implementation of Web Services in computer networks."
- Whenever If you want these above actions are executed based on application by using " Rule Criteria " & " " Evaluation Criteria ".
- Rule Criteria :
- In this we specify the conditions that the field value's of these records should meet inorder to execute the workflow actions.
- In this we specify the conditions that the field value's of these records should meet inorder to execute the workflow actions.
ex: whenever create a new employee,below actions performed and executed.
-send email alert @ print offer letter
-create a task @ create ID card,Identify room
-Field update @ salary update
-send outbound message @ Verification background.
- Evaluation Criteria :
- it decides the kind of records for which actions are to be executed,if their rule criteria is satisfied.
- options are available shown below...
- it decides the kind of records for which actions are to be executed,if their rule criteria is satisfied.
- options are available shown below...
@ every time record is created/modified
@ only whenever record is created
@ whenever record is created (or) edited and didn't previously meet the Rule criteria.
Note :
- The actions defined in a workflow will be executed only when the evaluation/rule criteria are satisfies.
- The total no.of workflow rules that can be created dependent upon editions that we are.
Note :
- The actions defined in a workflow will be executed only when the evaluation/rule criteria are satisfies.
- The total no.of workflow rules that can be created dependent upon editions that we are.
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