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6. Old Administration Settings
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6.12 Workflow Diagrams
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6.12.1 Workflow Actions
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create_task_02_02.png
- Info
- Navigation
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- Introduction
- Installation
- eWay-CRM® Outlook
- eWay-CRM® Web
- eWay-CRM® Mobile
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Administration Center
- Administration Center Introduction
- 1. Users
- 2. Groups
- 3. Customizations
- 4. Billing
- 5. Updates
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6. Old Administration Settings
- 6.1 Users
- 6.2 Groups
- 6.3 Module Permissions
- 6.4 Column Permissions
- 6.5 Updates
- 6.6 Features
- 6.7 Global Settings
- 6.8 Purchase
- 6.9 Logs
- 6.10 Custom Fields
- 6.11 Drop Down Menus
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6.12 Workflow Diagrams
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6.12.1 Workflow Actions
- Actions Introduction
- Workflow Action Types - Before and After
- System Variables Available in Actions
- Are Equal – Action Description
- Check Presence of Relation – Action Description
- Database Field Is Not Empty – Action Description
- Set Field Value – Action Description
- Create Relation – Action Description
- Create Task – Action Description
- Lock Form – Action Description
- Lock Item – Action Description
- Send Email – Action Description
- Set Item Owner – Action Description
- Write Journal Entry – Action Description
- create_task_02_02.png
- Workflow in eWay-CRM
- Workflows List
- Create New Workflow
- Workflow Definitions
- Modify List of Statuses
- Create New Flow
- Edit Flow
- Delete Flow
- Rename Workflow Diagram
- Define and Edit Actions Between Workflows
- Import and Export of Workflow Action Definitions
- Copy Workflow
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6.12.1 Workflow Actions
- 6.13 Reports
- 6.14 Marketing List Sources
- 6.15 Other Settings
- Add-ins
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