The Workflow Rules page
About the Workflow Rules page
Workflow rules are created and managed on the Workflow Rules page. At the top of the page, you will see the Audit Workflow Rules button. Clicking this button will launch an audit of the workflow rules on all tabs. Refer to Auditing workflow rules.
The page contains a tab for each entity workflow rules are available:
- On the CRM tab, you manage Opportunity, Quote, Sales Order, and Device workflow rules
- On the Contract tab, you manage Contract workflow rules
- On the Projects tab, you manage Project and Task workflow rules
- On the Service Desk tab, you manage Ticket workflow rules
The features on all tabs are identical. To see an example of each type of workflow rule, refer to Workflow rule examples.
Managing the number of workflow rules
By default, each partner can create up to 200 workflow rules in total. It is easy to reach that number, so it is important to manage your workflow rules using the following tools:
- You can run an audit of all your workflow rules to find out which ones are not being used or simply won't fire. Refer to Auditing workflow rules.
- You can consolidate multiple workflow rules into one. Refer to About In List and Not in list operators and Notification section.
NOTE If you believe you need more, please engage our Professional Services group to analyze your business needs. They can redesign your workflow rules to be more efficient so you can stay within the limit.
The features on all tabs are identical. To see an example of each type of workflow rule, refer to Workflow rule examples.