AdvologixPM

Workflow Rules (optional)

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This article illustrates workflow rules.

Under Setup, App Setup | Create | Workflow & Approvals you can define “event” or “time” based workflow rules.  Based on either field values changing OR an amount of elapsed time AFTER a field value changes, you can invoke:

  1. Automatic field updates
  2. Schedule tasks for others
  3. Initiate email notifications

To get started with Workflow Rules you can watch this overview.

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