In one of our previous articles we learnt what is Workflow and Approval Process in Force.com platform and how it is important for any organization. We also learnt that workflow is made up of Workflow Rules.
Workflow rules define rules for workflow step. It defines the criteria, the schedule and the execution plan for the workflow actions. In this article let us explore how to create those rules using the Force.com platform.
To create a workflow rule go to App Setup -> Create -> Workflow and Approvals -> Workflow Rules. Then click on the 'New Rule' button.
Step 1 - You select the object to which your workflow rule applies. Each rule applies to a single object
Step 2 - You enter the rule name and description. You define the rule criteria.
Step 3 - You specify the workflow actions that will be executed when the rule criteria are met.
Save the workflow rules and activate it from the workflow rule detail page. As far as the overall steps go it is as simple as this. But both Step 2 and Step 3 are much involved. Both steps deserve an article itself to get a good understanding. Coming soon!
Happy cloud computing using Salesforce!
Workflow rules define rules for workflow step. It defines the criteria, the schedule and the execution plan for the workflow actions. In this article let us explore how to create those rules using the Force.com platform.
To create a workflow rule go to App Setup -> Create -> Workflow and Approvals -> Workflow Rules. Then click on the 'New Rule' button.
Step 1 - You select the object to which your workflow rule applies. Each rule applies to a single object
Step 2 - You enter the rule name and description. You define the rule criteria.
Step 3 - You specify the workflow actions that will be executed when the rule criteria are met.
Save the workflow rules and activate it from the workflow rule detail page. As far as the overall steps go it is as simple as this. But both Step 2 and Step 3 are much involved. Both steps deserve an article itself to get a good understanding. Coming soon!
Happy cloud computing using Salesforce!
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