Workflow Actions Overview

Workflow actions occur when all the conditions of an event take place. The actions that are available for user initiated and scheduled workflows are identical with this exception: scheduled workflows cannot use the Validate Error or Validate Warning actions.

Related topics:

  • Validate Error Action for Workflows
    Use the Validate Error action to prevent inconsistent data from being saved. This action is only available for user initiated workflows.
  • Validate Warning Action for Workflows
    Use the Validate Warning action to warn you when inconsistent data is being entered or to alert you when additional information may be required.
  • Email Alert Action for Workflows
    Use the Email Alert action to create a workflow that will send an email to a selected person when the conditions you specify for this workflow are met.
  • Dashboard Alert Action for Workflows
    The Dashboard Alert action allows you to create a workflow that will send a dashboard message to a selected person when the conditions that you specify for this workflow are met.
  • Column (Field) Change Action for Workflows
    Use the Column (Field) Change action to specify which column, or field, you want Ajera CRM to change when a workflow action is triggered. For example, you can establish a workflow that will run every time that an opportunity changes from Pending to Awarded status.
  • Create Activity Action for Workflows
    Use the Create Activity action to create an activity, such as schedule a meeting or arrange a phone call, when a workflow event occurs.
  • Stored Procedure Action for Workflows
    This action allows you to execute a stored procedure on the Ajera CRM database. You can easily execute custom SQLs against the Ajera CRM database without having to write code to deploy via the Invoke Custom Method.
  • 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.
  • Invoke Custom Method Action for Workflows
    The Invoke Custom Method action allows users to call a custom DLL. For example, you can use this action to modify your Ajera CRM database if it doesn't suit your company's needs. You can also use this action as a method of interacting with another outside application or system.
  • Invoke Web Service Action for Workflows
    The Invoke Web Service action allows you to invoke a specified Web service. A Web service is a way to call code located on a different machine via HTTP.
Parent Topic: Workflow Configuration Overview