Workflows allow business analysts to create basic trigger and action pairs based on simple events in the system without having to heavily involve a BillingPlatform developer to program these triggers and actions on the back-end.
There are different events and actions supported by the platform that will allow flexible and complex rules to be written.
1. Navigate to the Workflows setup section
Go to Setup > Develop > Workflow. This will display the list of workflows defined in the system. If only one workflow is defined, the details will be displayed immediately.
2. Create a new workflow or open an existing workflow for editing.
Depending on the task that needs to be done, you can either click New to create a new workflow or click the Edit link beside an existing workflow to edit an existing one. To simply open the workflow details for viewing only, click an existing workflow.
At this point, the workflow details wizard is created (for new workflows) or the details page (for editing or viewing existing workflows).
3. Enter the entity that the workflow rule will be evaluated against, and then click Next.
4. In the Details entry page, enter the necessary information and click Save to complete the workflow rule.
|Name||Unique name of the workflow.|
|Description||Summary/description of what the workflow does.|
|Status||Specifies whether the workflow rule is evaluated or not. ACTIVE means that the workflow rule is evaluated while DEACTIVATED skips the workflow rule from being evaluated.|
|Order of Evaluation||
Integer that indicates the order of evaluation of the workflow. This is useful when defining multiple workflows against a single entity that need to run in a specific order.
For workflows that have the same order value, the alphabetical order of the Name in ascending order will be used.
Specifies when the rule is evaluated based on activities against the entity. Available options are:
To illustrate this:
Note: Care needs to be taken when selecting the event type as this may cause unnecessary computing strain on the app if the proper event is not selected.
Applicable only if the Event Type is set to Scheduled. This specifies how often the workflow rule is evaluated.
Specifies the date and time when the workflow will be initially evaluated. After that, the workflow will be evaluated based on the interval specified in the Frequency field.
|Rule Action Criteria||
Specifies the manner of authoring the criteria for the workflow. The following options are available:
Basic table containing Field - Operator/Condition - Value combinations to evaluate whether the criteria is met or not. This is only applicable if the Rule Action Criteria field is set to Criteria Met. Multiple criteria can be created if more than one field needs to be evaluated.
|Criteria Join Logic||
Applicable when the Criteria Met option is used for the Rule Action Criteria. Starting from the first row in the Criteria Met table as row 1, 2, and so on, string a logical statement such as:
1 and 2 or (3 and 4)
Logical operators can be used here.
This is only applicable if the Rule Action Criteria field is set to Formula Evaluates To True. This allows for the authoring of complex formulas such as case statements, nested if/else, and other functions. Basic programming knowledge is needed to understand the syntax of the formula.
The Insert Field, Insert Operator and Insert Function can be clicked to open a pop-up where you can select the fields, operators and functions that are available relative to the entity in which the workflow is defined and make authoring the formula easier.
Indicates the action to be done when the workflow or any of its actions fail for whatever reason. Available options are:
5. Save the new workflow/changes.
Click the Save button to submit the workflow to the system.