In Automation section you
Webforms
To add a new Webform press the “Add Webform” button like shown in the image
In the first block “Webform Information” fill in the following fields:
- Webform Name
- Return URL
- Status
- Module that corresponds to the webform
- Assigned user
- Enable/Disable Captcha
- Description
In the User Assignment enter:
- Assign Users In Round Robin – Yes/No
- Round Robin User List – select users
Down below there is Contacts Field Information
In the first part you can add Field Labels and adjust their order.
As well you can set weather this is a mandatory field, is it visible or hidden and add an override value
Next section is used for uploading fields as a file using the “File Upload Field”.
Scheduler
Scheduler is used to create Schedules for inner CRM processes
On this page you can see the list of available Schedules, modules they are working with, Frequency of scanning, the Status of the Schedule and Last scan started/ended time
This two buttons in Actions are used for moving Schedules within the list via drag and drop and for editing
Workflows
This section displays the list of all available workflows within the CRM.
Each workflow is an adjustable function that operates with CRM data and can automatically execute different processes without user`s involvement. Like an automatic email sending, event creations in calendar or record`s field updates.
Using the upper fields you can filter the workflows or use the search by name fuction
Green buttons on the left are used to turn on/off the workflow
To add a new Workflow press the “New Workflow” button in the upper right corner of the page
In here the create page is divided into blocks
First is Basic Information:
- Workflow Name
- Description
- Target Module
- Status
Next is Workflow Trigger:
- Trigger Workflow on
- Creation
- Upload
- Time Interval
- Recurrence
- Only first time conditions are met
- Every time confitions are met
Workflow Condition – Here you can add two type of Conditions: One is for all conditions must be met and the second one is for at least one of the conditions must be met
Down below there is Workflow Actions
