June 2018
Beginner to intermediate
360 pages
8h 9m
English
Which records will the workflow be running on? Will it be a customer record or based on transactions? And if so, which specific transactions will it base the actions upon?
The RECORD TYPE and SUB TYPES are determined in the Basic Information entered when we create the workflow at Customization | Workflow | Workflows | New:

Workflows can be created for any record, including custom records, such as the NPS survey custom record we created in an earlier Chapter 6, Customization:

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