Workflow Execution

1. Automated Execution

• Supported Objects: Built-in objects including Leads, Account, Contact, Opportunity, Sales Order, Return Order, Payment Collection, Refund, Invoice Application, Contract, Campaign, Payment Plan, Promo, Shipping Order, Inbound Order, Credit, Rebate Usage Rule, Advertisement, Equipment Inspection, Reconciliation Statement, Inventory Check Sheet, Opportunity 2.0, Opportunity Line Items, Opportunity Contacts, Advanced Fieldwork, and custom objects
• Trigger Actions: Triggers support Create, Void, Restore, Field Update, and Scheduled (timed) triggers

When any of the above objects are created, voided, restored, updated (field change), or hit a scheduled trigger, the workflow executes. The workflow evaluates conditions via condition filters and executes workflows that meet the conditions.

2. Actions Executed

• Workflow Post-Actions: Supports CRM notification, field update, email notification, start Business Process, data lock/unlock, assign owner, create task, create Calendar event, create Sales Record, execute custom function, and create external notification

3. Execution Logs

• Workflow Execution Logs: You can query logs by workflow, or filter by trigger time range and workflow initiator

picture coming soon: