Changes

Jump to: navigation, search

The Musings of Chin - Configuration Tips

9 bytes added, 19:44, 15 January 2015
no edit summary
* Ensure that the [[workflow]] has [[Workflow Connector|connectors]] between the [[Workflow Task Types|tasks]]. There needs to be a start and end (or connection) to another workflow.
* When using [[branching logic]] within task connectors, ensure that every outcome and possibility is accounted for in your conditions and that each condition is mutually exclusive from each other. Do not overlap logical conditions with each other.
* Ensure that the object you're triggering the workflow on is enabled for it. For example, Universal Tracking Application™ {{UTA}} {{l1}} templates need to have workflows enabled and specific association workflows selected. Companies need to select specific company/contact workflows.
* Multiple workflows cannot be configured to trigger off a single [[status]].
* Ensure there is no malformed or incorrect syntax used within the task connectors or workflow routing (i.e. routing of an acknowledgement task).
* String (text) values need to be encapsulated within quotes (double quotes are the safest), hence the suggestion to always encapsulate Variable Processor calls within quotes.
[[Category:Expert Tips and Tricks]][[Category:Chin’s Musings]]
526
edits

Navigation menu