내 커뮤니티 업적 표시줄을 확대합니다.

Don’t miss the Workfront AMA: System Smarts & Strategic Starts! Ask your questions about keeping Workfront running smoothly, planning enhancements, reporting, or adoption, and get practical insights from Adobe experts.

Custom Workflow Rules for Any Object (custom criteria, alerts, record updates, copying data, etc.)

Avatar

Level 10

20. 10. 30.

Thinking of how Salesforce has set up Workflow Rules functionality:


  • The ability to create a workflow rule against any standard object or custom form
  • The ability, within a workflow rule, to define qualification criteria using point and click declarative logic, or creating custom formulas
  • The ability, within a workflow rule, to set up custom automated actions such as: email alerts/notifications; update field or object data; create a new project, task, issue, or hour entry
    • The ability to make workflow actions time dependent (e.g. trigger action x hours after record meets rule criteria)
  • The ability, within a workflow rule, to evaluate the rule when a record is:
    • Created
    • Created, and every time it's edited
    • Created, and any time it's edited to subsequently meet criteria