Example 11
Type: Recurring Notification
Department: CRM
Learning Objectives
Conditional Responsibilities
It is possible to connect specific To-Dos to specific employees using the conditions.
Recurring To-Do
Furthermore, it is possible to define a task as being repeated after a specific period of time.
Business Process “Monthly Phone Call Alert”
The most important costumers of the company are contacted monthly by the Sales Manager, who is in charge of (they will be reminded by an alert system).
Aptean Advanced Workflow Setup
Reference Type
No.: 5050 (Contact)
Editing Form ID: 5050 (Contact Card)
Buffer Time on Function Call Server: 30 Seconds
Automatic Workflows: Yes
Keyword Definitions:
Tick all Use Fields
Table ID: 5050 (Contact)
Keyword Definitions Line 1
Field ID: 2 (Name)
Keyword Definitions Line 1
Field ID: 9 (Phone No.)
Table Join
Table ID: 5050 (Contact)
Table ID to join: 5089 (Contact Profile Answer)
Table Join Line 1
Field ID: 1 (Contact No.)
Field Value: Field
Value: 1 (No.)
To-Do Template
To-Do Template 1 | Reference Type No: 5050 (Contact) Code: WF110-TD010 Description: Monthly Account Mgt. Phone Call |
---|---|
WHO | Employee Code: PS Conditional Responsibility based on Salesperson Conditional Responsibilities Conditional Responsibilities Line 1 Condition Code: WF110-C010 Condition Table ID: 5050 (Contact) Code: WF110-C010 Description: Salesperson John Roberts Type: Responsibility Condition Line 1 Active: Yes Type: Field Table ID: 5050 (Contact) Field ID: 29 (Salesperson Code) Filter: JR Employee Code: JR Conditional Responsibilities Line 2 Condition Code: WF110-C020 Condition Table ID: 5050 (Contact) Code: WF110-C020 Description: Salesperson Linda Martin Type: Responsibility Condition Line 1 Active: Yes Type: Field Table ID: 5050 (Contact) Field ID: 29 (Salesperson Code) Filter: LM Employee Code: LM |
WHY | No Activation |
WHEN | Source Type: Workflow DurationDate Calculation: 2DDuration Date Calculation: -1DRecurring: YesRecurring Date Interval: 1M Calc. Due Date from: Closing Date |
WHAT | Type: Manual Completion |
Workflow Template
Reference Type No.: 5050 (Contact)
Code: WF110
Description: Monthly Account Mgt. Phone Call
Use Condition: WF110-C030
Condition
Table ID: 5050 (Contact)
Code: WF110-C030
Description: Top 25% Costumer
Type: Workflow Template Use
Condition Line 1
Active: Yes
Type ID: 5089 (Contact Profile Answer)
Field ID: 5 (Answer)
Filter: Top 25% Costumer
[Warning: Lookup not possible, need to be copied from the profile questionnaire]
Workflow Line 1
Type: To-Do
Code: WF110-TD010