Workflow in Robosme is the systematized form of "if-then" statements. It is the system's reflex when something happens to a record."

"If someone does this, you do that."

What is a Workflow?

When a record is:

• created
• updated
• status changed
• owner changed
• deleted

Robosme asks:

"Will I respond to this?" If the answer is "yes", you should prepare a workflow.

1. Workflow Identity
• Workflow Name: It is for people. It should be clear what it does when read.
• System Name: It is for the system. Immutable, a reference.
• Concept: "Which record am I dealing with?" Is it a case, sale, or campaign?
• Owner & Access Level: Who owns this workflow and who can see it? Who can make changes to it.

2. When Should It Run?

Here you tell Robosme:

"Not always… run right at this moment."

The options are clear:

• Create
• Update
• Change status
• Assign
• Delete

In field update operations, the conditions under which it will run must be detailed. Two definitions must be made. Multiple values can be selected in the definitions.

• Which field(s)?
• On which change?
• New value assigned to field
• Field value changed
• Field value cleared

3. What Should It Do?

The workflow line on the left is your scenario. Readable, simple, clear.

Which operations will be performed in which situation is defined in a flow.

Condition (If)

A condition filter is prepared based on the field values and relationships of the processed record. Actions are performed when this condition filter is met.

Nested if-then conditions can be defined when making definitions.

Defining conditions in workflow is not mandatory.

Action

• Assigns the record to someone or a team
• Changes the status of the record
• Clears, adds, updates fields
• Creates new record
• Sends email
• Sends notification

Either single action or chained actions can be defined. At least one action must be defined.