Scheduled Workflow Overview
Scheduled workflows allow you to create queries that run at regular intervals via the process server. If an event occurs that meets the conditions you specify, Ajera CRM performs an action such as sending an email alert, changing the value of a column, or initiating an activity.
You set up scheduled workflows in .
Scheduled workflows are added as jobs to the process server and run according to the schedule that you set. Schedules can be set to run on a specific date and time or at regular intervals.
The event must have at least one condition defined. If the conditions of the event are not met, none of the actions for the event take place. If the conditions of the event are met, Ajera CRM evaluates the conditions of each action to determine whether or not that action should take place.
An event can have multiple actions associated with it. For example, you can create a workflow that states that if profit percent for the current period for any organization is below 10%, then send an email to the supervisor and set up a meeting.
Scheduled workflows, unlike user initiated workflows, allow you to build SQL expressions for events and actions, and can include calculations. You can use expressions to create events and actions when the basic Conditions fields are not enough. In addition, more elaborate date operators are available for scheduled workflows.
You can create workflows for both standard and user-defined fields and grids.
In Workflows the word column is synonymous with field.