Published at: 2025-10-30
Configuring Workflow Post-Actions
Post-Action Workflow - Supports over 10 types of post-actions including CRM alerts, field updates, SMS notifications, email notifications, initiating business processes, data locking/unlocking, assigning owners, creating tasks, creating calendar events, creating sales records, executing custom functions, and creating external notifications.
- For detailed descriptions of each post-action, refer to [Business Process] - [Configuration Guide] - [Configuring Post-Action Workflows].
| Post-Action Workflow | Description | Notes |
|---|---|---|
| CRM Alert | Sends CRM notifications to relevant personnel upon workflow completion | Supports inserting object and related object field variables in notification content |
| Field Update | Updates field contents including selection-type fields (boolean, single-select, multi-select), numerical fields (integer, decimal, currency), time-type fields, and personnel fields | |
| SMS Notification | Sends SMS to internal personnel or specified external mobile numbers | Requires SMS service activation, signature configuration, and SMS template setup |
| Email Notification | Sends emails to internal personnel or specified external email addresses | Requires system email address configuration in Business Rule Settings/System Email Management, and email template setup in Business Customization - Template Management |
| Initiate Business Process | Automatically triggers business processes for current objects | Triggered business processes must be in active status |
| Data Lock/Unlock | Locks or unlocks currently processed data | |
| Assign Owner | Reassigns data ownership for current records | |
| Create Task | Automatically assigns and reminds tasks to relevant personnel, supports inserting object fields and workflow-related variables | Created tasks automatically display in Follow-Up Activity of related objects |
| Create Calendar Event | Automatically creates calendar events for relevant personnel, supports inserting object fields and workflow-related variables | Created events automatically display in Follow-Up Activity of related objects |
| Create Sales Record | Automatically creates sales records for relevant personnel, supports inserting object fields and workflow-related variables | Created sales records automatically display in Follow-Up Activity of related objects |
| Execute Custom Function | Automatically triggers APL functions upon workflow completion | |
| Create External Notification | Sends external notifications to interconnected enterprises or external users/roles |