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Workflow Types

There are different types of workflows that can be used.

Automatic Workflows

1. ORDER / Quotation

Workflow is triggered when one of the following conditions from <Role>/Workflow applies:

ORDER / Quotation

Condition

Header discount

 

Manual price

Price changed, Internal note added

Item discount

 

Complimentary item

Rebate in kind and right Manual price must be granted

Complimentary item

Price changed and right Manual price must be granted

2. Complaint

Workflow is triggered when "Complaint" is activated in <Role>/Workflow.

Manual Workflows

The following workflows can be triggered manually:

  1. Customers
    • Call: in the Customer Dashboard via the "Workflow" widget
  2. Activities
    • Call: Create activity and Save. On the Summary page via the kebab menu
  3. Appointments
    • Call: In an Appointment via the kebab menu
    • When Editing an Appointment via the kebab menu
    • Via the List View when calling an Appointment in the kebab menu
  4. Visits
    • Call: At Visit conclusion via the kebab menu
  5. Contacts
    • Call: In the Contact via the kebab menu
  6. Company
    • Call: One-time on the Dashboard via the 1x1 or 1x4 "Workflow" widget

For this, the right <Role>/ Workflow -> "Workflow" must be activated and the corresponding Steps and Tasks must be created.