3146269 - Best Practices for Workflows

Workflows can you used to Automate your business processes. Configure to send notifications, trigger automatic e-mails and define conditions to update fields or calculated values. Also trigger actions or schedule workflows based on dates, time or other complex conditions. Workflows also allow you to create multi-step approvals.

Workflow configuration involves creating workflow rules that can trigger automatic e-mail messages, notifications, field updates and actions for business objects. Administrators can create workflow rules specifying actions/notifications/field updates for business objects, recipient groups, employees and so on. Workflows enhance the flexibility and adaptability of your Cloud for Customer solution to your custom business requirements.

To configure workflow rules, go to Administrator Work center--> Workflow Rules-->New . Using workflows,you can activate rules for updating fields, setup automatic notifications, trigger creating tasks, send e-mail notifications to customers and so on. The various configuration possibilities for workflows are described here. Workflow rules involve a five step process. These include Business Object, Timing, Conditions, Actions, Review and ConfirmatLon. These components determine how the workflows will be used in the various business processes.

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