How to Create a Workflow Rule in Cloven

How to Create a Workflow Rule in Cloven

Introduction

This article describes how to create a workflow rule in Cloven CRM. If you have any questions, please reach out to the BluRoot team at support@bluroot.ca.

How to Use

In the CRM Settings page, there is a section to configure an automation. Below, we have provide a step by step guide on how to build a workflow rule:
  1. Go to  Setup  >  Automation  >  Workflow Rules .
  2. In the Workflow Rules page, click Create Rule.
  3. In the Create New Rule pop-up, do the following:
    1. Select the  Module  to which the rule applies from the drop-down list.
    2. Enter the  Rule Name and  Description .
    3. Click  Next.
  4. Specify the rule trigger:
    1. A Record Action
    2. Date Field Value
  5. Set up the desired conditions.
  6. Associate an Instant or Scheduled actions 
  7. Click Save to save the workflow rule
For a detailed walk-through, please see the following video:


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  2. How to Debug Time Based Workflow Rules
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