N/APosted on - 02/03/2013
I am interested in converting manual business processes to automated workflows in sugar.
I want to trigger workflow from the sugar workflow plugin.
Is it possible?
How can I do it please guide.
How to trigger workflow from Sugar Workflow Plugin
Basically workflows are features that are found in the commercial versions of Sugar, help you to ensure that the business processes are followed and enable you to automate the repetitive task easily. Whenever a workflow is triggered, in order for evaluation by other workflows the target record is received.
In order to trigger a workflow must have one condition. Triggers are of two kinds:
Immediately upon saving the record
After a specified amount of time has elapsed from when the record was saved
To setup the Workflow follows the details steps provided in the File attached.
Hope this helps!