This type of workflow is like an open set of functionality that can implement many different actions. In reality, it is a simple and defined way of enhancing the workflow system without going through the trouble of adding a new screen (not that that is very complicated but this is easier).
So with custom functions, we can find a lot of different options and operations to activate on our records.
The steps are:
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create a new workflow and select the main module
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give it a name and set the conditions
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create a new task and select the “Invoke Custom Function” task
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On the configuration screen, we will find a drop-down select box with the available functions for that module
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Simply select the function and save
that is it, there is nothing to configure as these are atomic action functions, everything they need to know is given to them by the save context.
Available Custom Functions
UpdateInventory
| Modules | Functionality |
|---|---|
| Invoice,Sales Order | when creating will subtract all stock from the products associated with the record\ when editing will restore all the stock of the previous record and subtract all the stock of the new record |
NotifyOwnerOnTicketChange
| Modules | Functionality |
|---|---|
| Helpdesk | Sends email to the user assigned to the ticket when the ticket changes |
NotifyParentOnTicketChange
| Modules | Functionality |
|---|---|
| HelpDesk | Sends email to the account/contact assigned to the ticket when the ticket changes |
NotifyOnPortalTicketCreation and NotifyOnPortalTicketComment
| Modules | Functionality |
|---|---|
| HelpDesk | Sends email when ticket is created pr commented on in portal |
Update Contact Assigned To
| Modules | Functionality |
|---|---|
| Accounts and Contacts | Changes the user assigned to all contacts associated to an account when the account is saved OR changes the user assigned to the Contact being saved when it is related to an Account. |