Getting Started with Workflows: General Information

A workflow is a depiction of the ways the state of a record created on a particular form changes as a result of specific user interactions on the form and other events. You can use Workflow API to design and tailor the workflows of forms to meet your company's needs.

Learning Objectives

In this chapter, you will learn what workflows are and how you can use them.

Applicable Scenarios

You might need to create or customize workflows if the movement of records in the company follows an established sequence of operations. By customizing predefined workflows to represent this sequence, you can automate the company’s processes, which can speed the processing of records. You may want to instead develop custom workflows if the predefined workflows are not similar enough to the way the entity is processed in your company or the form does not already have a workflow.

States and Transitions

A workflow can be described as a state machine, with transitions showing the movement of the record through its processing in the system as the corresponding work is performed in the company. For example, a workflow can involve the changing of the status of an opportunity based on user interactions on the Opportunities (CR304000) form to reflect the progress made with the potential customer that represents an opportunity.

For details on defining states, see Defining Workflow States. For details on defining transitions, see Implementing Transitions.

Actions and Fields

You can configure action and field properties for a form and its workflows at the same time, depending on the conditions specified for the form when a record has any state or has a particular state. For details on actions and their properties, see Implementing Workflow Actions.

Conditions

Conditions can be used in the properties of actions and fields at the form level (that is, for all workflows of a particular form). At the workflow level, conditions can be used to determine whether transitions are performed. Also, conditions can be used to determine whether actions are performed automatically. For details on defining and using conditions, see Defining Conditions.

Customization and Creation of Workflows

You can customize predefined workflows for forms that have them; the resulting customized workflows are sometimes referred to as inherited because they inherit all modifications of the predefined workflow. You can also create custom workflows that are not based on existing workflows. For details on customizing a predefined workflow, see Customizing a Predefined Workflow.

You can define a single workflow for the whole form or multiple workflows, one for a record with each value of the specific field that identifies the state, such as the record type. You can configure the settings such as field properties, conditions, and actions for the whole form. For each of the workflows of the form, you can specify the properties of actions and fields for every state the record can have. These properties determine the appearance of the form when the record has a particular state.