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RichContactPro Documentation: 1.9 Workflows Manager : New / Edit

How to Access


Go to the Workflows Manager. To add a new Workflow, click on the "New" button in the toolbar. To edit an existing Workflow, click on the Workflow's Name or click the Workflow's checkbox and then click on the "Edit" button in the toolbar.

Description

This is where you can add a Workflow or edit an existing Workflow.

Screenshot

Toolbar

At the top right you will see the toolbar:

  • Save. Save it and return to the main page of the Manager.
  • Apply. Save it, but stay in the same page.
  • Close. Return to the previous page without saving your work.

Workflow detail

You can define the workflow according to your company specific process. The Workflow is a sequence of tasks and conditions defined in a tree structure. The workflow is executed when a contact form is submited.

Workflow Task

To create a new task, right click on workflow name, context menu will be displayed, Now click on "Add task".

An empty task is created, Now type the name of the task and press enter key.

To define the task's detail, double click on task name, a popup window will be opened with all types of tasks you can create.
Select the type of the task and click on save button.

You can create the following task types :

Send Email. Send contact form's information by email
Save in Database. Save contact form's information in database
Integrate to SugarCRM. Use contact form's information in integration to SugarCRM
Send Alert. Send email alert to a specific address

Integration with SugarCRM

You can easily integrate SugarCRM with a wide range of operations and handle with many SugarCRM modules.
To integrate Joomla with SugarCRM, simply create task with a type "Integrate to SugarCRM".

Now select The SugarCRM module's name and task's name. For each SugarCRM Module you will have a number of possible tasks.

Leads module. Create, Update, Convert to Contact, Delete
Contacts module. Create, Update, Delete
Accounts module. Create, Update, Delete
Opportunities module. Create, Update, Delete
Prospects module. Create, Update, Delete
Cases module. Create
Other custom module. Create, Update, Delete

In this version 1.0 of RichContact.Pro, custom module operations don't take relationships in consideration.

Diagram of SugarCRM record creation task

The following sequence diagram show the creation task when the workflow is executed, after a contact form submitting.

Workflow Condition

In the workflow, you can define a condition for the execution of one or many tasks, by creating a condition and set it as a parent of, these tasks.

The condition depends on the values of contact fields.

To create a new condition, right click on workflow name, context menu will be displayed, Now click on "Add condition".

An empty condition is created, Now type the name of the condition and press enter key.

To define the condition's detail, double click on condition name, a popup window will be opened with a list of all contact fields.
Select the condition and click on save button.

To define a new task under this condition, right click on the condition name, context menu will be displayed, and click on "Add task".

You can define an existing task under a condition by a simple drag and drop of this task to this condition.

You can define other conditions and tasks under the condition. The workflow elements can be reorder easily by drag and drop.