WORKFLOW

WORKFLOW-SFDC

Q: what is workflow?

Q: what is cross-workflow?

Q: what is difference between workflow and approval process?

Q: which object apply workflow?

Workflow

•  Automation process in without code execution  
•  Impose business process on the creation and modification of data in your organization using workflow rules and approval processes
• These processes can be fully automated or can involve humans in the mix to examine records and take structured actions on them

Introduction to Workflow:

·         Learn how Force.com represents workflows and how to debug them.

Introduction to Workflow

Workflows are implemented in Force.com by defining workflow rules.

Introducing Workflow Actions:

•  Tasks,
•   Field Updates
•   Alerts
• Outbound messages

Consists of five parts:

·         Object

·         Evaluation Criteria

·         Rule Criteria

·         Immediate Actions

·         Time-Dependent Actions

Object:

Workflow rules are created on objects. A workflow rule can apply to only a single object at a time. For example, a rule that notifies consultants when they have uncommitted timecards would be created on the timecard object.

Evaluation Criteria:

The evaluation criteria determine what types of actions on your object cause Force.com to check the rule criteria. An example of this setting is “Every time a record is created or edited.

Rule Criteria:

The rule criteria setting is a list of field expressions or a formula expression that, when true, causes your workflow actions to be triggered. A workflow rule must contain at least one criterion or a formula

expression.

 Immediate Actions:

When a workflow rule is triggered, its immediate actions are executed. An action can create a task, send an email alert, update a field on the object, or send a SOAP message to a system outside of Force.com.

 Time-Dependent Actions:

Time-dependent actions are not executed immediately when the workflow is triggered. They are deferred until a user-definable amount of time has passed. After this time, if the rule criteria are still true for the

Record, the time-dependent actions are executed. A workflow rule is said to be time-based if it includes a time-dependent action.

Introducing Workflow Rules

In general, a workflow rule is the main container for a set of workflow instructions. It includes the criteria for when the workflow should be activated, as well as the particular tasks, alerts, and field updates that should take place when the criteria for that rule are met.

·         Every workflow rule must be based on a single object you choose when you define the rule.

·         This object influences the fields that are available for setting workflow activation criteria.

For example:

Job Application object, we'll be able to set workflow activation criteria based on the values of fields like Job Application Number and Status. We can also set workflow activation criteria based on standard fields, like Record Owner or Created Date, as well as fields based on the currently active user when a rule is evaluated, such as their Role or Time Zone.

Introducing Workflow Actions:

·         Tasks,

·         Field Updates

·         Alerts

·         Outbound messages

When a workflow rule is triggered, the following types of actions can occur.

Workflow Tasks

·         A workflow task assigns a task to a user according to a particular template.

·         Just as in Microsoft Outlook, tasks include information about something that needs to be done by a certain time, such as making a telephone call or returning a library book. Assigned tasks appear in a user's My Tasks related list on their Home tab and generate reminder messages that pop up when a user logs in.

·         When we define a workflow task, we provide default values for the Assignee, Subject, and Status, Priority, and Due Date fields for tasks that are generated by an associated workflow rule. We can also make sure that a notification email is sent to the assignee when a task is automatically generated.

Workflow Field Updates

·         A workflow field update changes the value of a particular field on the record that initially triggered the workflow rule.

Workflow Email Alerts

A workflow email alert sends an email according to a specified email template. Unlike workflow tasks, which can only be assigned to users of the app, workflow alerts can be sent to any user or contact, as long as they have a valid email address.

Additionally, rules exist in one of two states:

·         Active

·         Inactive

Active:

Active workflow rules are evaluated when data in your organization is created or modified and triggered when the rule criteria are met.

In-active:

Inactive workflow rules are completely dormant. Until they are activated again, they are never   

evaluated.

To create and manage workflow rules, go to the App Setup area and click

Create

           Workflow & Approvals

                                                Workflow Rules. And then click

Force.com provides an additional tool for debugging time-dependent workflow actions. When a workflow rule is triggered; its time-dependent actions are placed in a queue. The actions remain in the queue until they reach their scheduled date.

You can monitor this queue in the Administration Setup area by clicking

Monitoring

                

                Time-Based Workflow. And then click