Function Configuration Dialog Box

Use the Function Configuration dialog box to set up Ajera CRM to "call" Ajera CRM methods to do specific tasks, such as Create Project from Opportunity.

Location

To display the dialog box, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > Workflow, then select the type of workflow you want to create.
2. In the Workflows grid, select the workflow row (event) to which you want to add the action.
3. In the Actions grid, click Insert and select Function.

Contents

Field	Description
Method	Select the action that you want Ajera CRM to take, such as Create Project from Opportunity.
Arguments Name	This field displays the name of the argument.
Value	Click in this field to display the SQL Expression Builder dialog box, on which you can define SQL expressions.
Invoke after all changes are saved	If you select this option, the action will run after the entire Info Center record (including all grids) has been saved. Otherwise, the action will run after the main workflow table has been saved, but before any of the grid tables have been processed. (The later is the current and default behavior.) This option is only available when the workflow is on the main workflow table, for example, [Employee Record].