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Administration Center
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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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Introduction
Installation
eWay-CRM® Outlook
eWay-CRM® Web
eWay-CRM® Mobile
Administration Center
Administration Center Introduction
1. Users
2. Groups
3. Customizations
4. Billing
5. Updates
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
6.12 Workflow Diagrams
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
6.13 Reports
6.14 Marketing List Sources
6.15 Other Settings
Add-ins