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cRM Workflow

Select the value of the corresponding previous activity in the treeview in the upper
part of the dialog.
Example: Select the telephone number of the current record

In the Workflow Designer, select F ile > N e w .

Drag the activity Re adF ie ldCon te n t onto the work area.

In the tool window "Properties", enter the field names of the telephone number, e.g.
"Phone", for the property "Field name". The value that is read out is automatically
written in the property "Value".

Drag the activity D ial onto the link below the activity Re adF ie ldCon te n t.

In the tool window "Properties", enter the value (the result) of the previous activity
"ReadFieldName" for the property "Number". Open the connection dialog by clicking
on the button "...". In the upper area of the dialog, open the treeview and select the
property "Value" of the activity "ReadFieldContent".

Start the workflow in the view via Start > Script & Workflows > Execute W orkflow .
17.2 cRM Workflow
The workflow is saved as an .XML file. If conditions are made, they will be saved in a
.RULES file with the same name.
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