Workflows is feature of the platform that allows the user a level of control with basic actions that normally would need to be done by programming triggers and actions into the back-end of the application. Now, simple workflow rules and actions can now be authored by a business analyst with minimal to no intervention from a BillingPlatform developer.
The data model of the workflows can be illustrated using the following diagram:
When defining workflows, you can have as many actions to be performed when a workflow rule is evaluated to true as illustrated by the process flow below:
Understanding Workflow Element Hierarchies
Workflows allow you to reference and update (via Workflow Actions) fields that within the entity along with fields from other entities that are "linked" via certain conditions. These are:
- Fields from an entity's parent node.
- Fields from an entity's child node(s).
- Fields from the entity that is referenced by a LOOKUP-type field.
When solutioning workflow rules and actions, keep the following in mind:
- Fields cannot be referenced between unrelated entities. The exception here is the INVOICE entity which can parse up to the account record associated to it.
- When creating Scheduled workflows, determine the largest possible interval that will satisfy the business process. Creating mutiple scheduled workflows that run 5 minutes apart may cause performance issues when designed poorly.