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Editing a Workflow - Condition, Actions and 'Applies To'

To ‘Edit’ this process click on the edit button in line with the name of the workflow and your computer screen should look like Figure -3- below.

Figure -3-

While editing this process you have option of changing the ‘Condition’, the ‘Resulting Actions(s)’ and to some extent the ‘Applies To’. 

The options for ‘Applies To:’ are:

• When updating a record
• When a new record enters the system
• Both updating and entering records
• When assigning records
• When someone opens an email sent from LeadMaster
• When someone clicks on a link in an email sent from LeadMaster
• When adding a new opportunity
• When updating an opportunity
• Both updating an existing opportunity and adding a new opportunity

Once a workflow has been created the options for ‘Applies To:’ are grouped into 4 categories:

1)  If the original conditions were one of the following:

• When updating a record
• When a new record enters the system
• Both updating and entering records

Then the options are:

• When updating a record
• When a new record enters the system
• Both updating and entering records

2)  If the original condition was:

• When assigning records

Then the option is:

• When assigning records

3)  If the original conditions were one of the following:

• When someone opens an email sent from LeadMaster
• When someone clicks on a link in an email sent from LeadMaster

Then the options are:

• When someone opens an email sent from LeadMaster
• When someone clicks on a link in an email sent from LeadMaster

4)  If the original conditions were one of the following:

• When adding a new opportunity
• When updating an opportunity
• Both updating an existing opportunity and adding a new opportunity

Then the options are:

• When adding a new opportunity
• When updating an opportunity
• Both updating an existing opportunity and adding a new opportunity

The options for the ‘conditions evaluated’ and the ‘resulting actions’ are explained in the next sections.

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