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Workflow Automation

Last post 05-14-2015 1:10 PM by Method_Audisho. 1 replies.
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  • 05-14-2015 12:51 PM

    Workflow Automation

    Is there any way in Method to automatically designate tasks to users once a certain trigger event occurs? Like an order being booked/completed? 

  • 05-14-2015 1:10 PM In reply to

    Re: Workflow Automation

    Answer

    Hi jreytan,

    You cannot create action sets in Method which “listen” for other events to take place. Your action set that designates the task to a user would need to exist within the same context as the order being booked or completed. If an order is booked by entering some data and selecting the Save button, you would need to include additional actions on the save button that would also designate a task to a user.

    I hope this helps.

    -Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
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