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Workflow Rule Configuration For Visit Assignment

Hi guys,

Need help.

What is the configuration of the workflow rule when it comes to assigning visits for someone? I'm so confused and would appreciate the help.

Regards,

Nico

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1 Answer

  • Best Answer
    Mar 22, 2017 at 04:46 PM

    Hi,

    1- Create a new workflow that executes on every save.

    2- As condition, add the rule "Responsible (before save) is not equal to the field Responsible".

    3- Add the action Notification. In the recipient you add the lead responsible.

    Best regards.

    Alexandre.

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