Function Action for Workflows

The Function action allows you to "call" Ajera CRM methods to do specific tasks, such as Create Project from Opportunity. You can then use the Function Configuration dialog box to specify parameters.

Each parameter may be a string value, in which case it will be passed in as is. The parameter may be a column placeholder selected from the drop-down menu, such as [EM.FirstName]. The placeholder may also be a combination of the two, with all placeholders replaced with values. If you enter "[EM.Last.Name], [EM.FirstName]" at run time, the value would be something like Apple, William.

The methods currently available are:

• Create Project from Opportunity
• Create Promotional Project from Opportunity
• Create Project from Existing Project
• Create Project from Promotional Project
• Create Project from Template