When configuring workflow activities, there are various settings that need to be configured for each workflow activity. Depending on the workflow activity and setting being configured, the following are the various options of configuring the workflow settings.
Type | Description |
|---|---|
| Select Record | Ability to choose a specific record from a selected object. After choosing "Select Record" option, select "choose object" to choose the object type which will then display all records of the chosen object. |
| Select Parameter | Ability to choose a parameter to use in the workflow activity. See "Understanding Parameters" below |
| Calculation | Ability to use a calculation to configure the workflow activity. See Calculations in Workflows |
| Select Object | Ability to select from any object in the system |
| Select Fields | Ability to select from a list of fields of a given object |
| Select Relationship | Ability to select from a list of lookups or relationships of a given object |
All workflow activity configurations are in the format of a Parameter or Calculation. Therefore, to type in plain text use single quotes. e.g. 'simple text'.
Understanding Parameters
Parameters are used within workflows to pass information from one activity to another. Workflow activities automatically create parameters as an output of that activity.
As an example, a 'create' activity creates a parameter called '[Activity Name].[record]'. This means that that any subsequent activity can use the '[Activity Name].[record]' parameter to perform further tasks. For example, a user can add a 'create' activity to create a new employee, which is then used by a 'Send Email' activity to send that newly created employee an email.
Every workflow starts with three parameters:
- Triggering Person - the Person record that triggered the start of the workflow.
- Triggering Trigger - the trigger that triggered the run.
- Triggering User - the user account record that triggered the start of the workflow.
- Workflow Owner - the assigned user account that is set as the 'owner' of the workflow.