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### Workflow Configuration To configure workflow rules to meet your company's business requirements, do the following: Work with all the stakeholders to plan the business processes. Document all of the workflow rules and the corresponding workflow actions that you must configure. For more information about the components of workflow rules, see About Workflow Rules. Sign in to Oracle CRM On Demand as the company administrator, and create the workflow rules. For more information, see Creating Workflow Rules and Creating Scheduled Events. Within the new workflow rules and scheduled events, define all the required workflow actions. For information about creating the various types of workflow actions, see the following topics: About Workflow Actions Creating Workflow Actions: Assign a Book Creating Workflow Actions: Create Integration Event Creating Workflow Actions: Create Task Creating Workflow Actions: Send Email Creating Workflow Actions: Update Values Creating Workflow Actions: Wait Deactivating Workflow Rules and Actions Deleting Workflow Rules and Actions

Published 5/23/2022 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.