CosmosCRM’s Workflow provides a runtime tool, a framework, a set of activities, and default implementations of the runtime business processes. Processes define business and mentor trail to success. Business processes are mainly of two types:
- Automated Processes
- Interactive Processes
Automated processes peculiarly depend on rule-based communication among different applications and interactive processes are individual’s defined processes to carry out a task or make the decision.
Workflows are triggered by the occurrence of already specified event in the system, such as a record being created or field being updated. For such events, workflows are set to automatically execute actions including sending emails and creating or updating other records in CRM.
Workflow in CosmosCRM is made similar to Flow Chart in order to introduce a unique and comprehensible functionality in CRM system. Flow Charts bring the ease to creating and understanding the defined process against any action.
Using CosmosCRM’s workflow feature, one can lucratively manage runtime process execution and set actions against events for an extended period of time. CosmosCRM also rescues you from the hassle of setting the actions again and again. Once activated, the workflow starts carrying out the input instructions and keeps activate till the user deactivates the workflow. In order to stop the action, user can simply use the option of deactivating the workflow available in CosmosCRM.
Entities of CosmosCRM Workflows:
From the picture above, you can identify the five entities available in Workflow application of CosmosCRM which are used to illustrate workflows. The five entities are;
How to define workflows:
Every process has a start and end likewise, we define the start and end of the workflow. Drag Start entity on the board to define the beginning of the workflow. Place action entity to depict event or condition in the workflow. Then construct he action to be taken in a certain condition and finally insert End node to end up the process.
Requisites of CosmosCRM Workflows:
Every workflow defined in CosmosCRM must contain one start, one end node, one event and at least one condition or one action.
- Action can be associated with an Event.
- Action can be associated with a Condition.
- Event can contain more than one Action.
- Event can contain more than one condition.
- Conditions can contain more than one Action.
- Action must be associated with an event or a condition.
- Condition must be associated with an event.
Specify events and actions to be triggered against a workflow
- You can specify Event by right clicking Event node.
- You can specify the condition by right clicking Condition node.
- You can specify actions by right clicking Action node.