R
Rajkumar Mateti
Guest
Hi dushyanth, Let me try to help you on workflows with my two cents. You might already aware of some of it. So workflow has 3 things 1) Workflow process 2) Workflow status 3) Workflow actions i) Workflow process is that which is combination of workflow status and workflow actions ii) Workflow actions will change the workflow status from one status to another status first create workflow statuses, then create workflow actions to change status from one another. Make sure you should make Workflow actions available workflow status edit page. EX: Workflow process : Default Workflow status: Created we will get by default which we can rename or delete. Now create new Workflow status say 'Done' Now Create workflow action say "Make Done" to change the status from 'Created' to 'Done' Then Edit the Workflow action 'Created' in that page select the 'Make Done' in available actions move it to Selected actions and save. Now if you create a record its status is going to be 'Created' and workflow action 'Make Done' is going to be available with which you can change the status of record. Thanks, Rajkumar
Continue reading...
Continue reading...