Workflow Rule Examples

Create Tasks on Assignment

It's possible to auto create a task when an object is assigned by Distribution Engine to a user. This is achieved by using Distribution Engine field update and a workflow rule. The steps below explai…

Updated 11 months ago

Avoiding Distribution Engine Clashes

Distribution Engine needs to update records in order to assign them. This update can cause your own workflow rules to fire which you may not want. There are two approaches to avoid your workflows fir…

Updated 11 months ago