Automating notifications and other actions

You can take advantage of the settings you have configured so far to automate many of the standard, repetitive actions that occur in a business environment. When you want to automate events that occur when a record moves from one state to another (such as moving from Open to In Progress status), configure rules in the related workflow process. When you want to automate other events, configure business rules.

Before you begin, review the Business-rules-tutorial topics. Detailed information is provided about the available types of rules, and the triggers, criteria and actions that are used to construct them.

For detailed information, review the following topics:

• Business rules
  • Configuring-approvals-for-solutions
• Workflow processes
  • Workflow-prerequisites
  • Create workflow states
  • Add and arrange workflow cells
  • Defining criteria for a workflow

For more information about configuring specific processes, see Configuring-change-management and Configuring-preventive-maintenance.

Next step

Setting-up-search-queries-and-report-definitions

Related topics

Getting-started-quickly-for-administrators

Creating-containers-for-your-data

Configuring-record-definitions

Linking-to-records-and-data

Importing-data

Setting-up-user-groups-and-configuring-user-access

Setting-up-synchronization

Changing the look and feel of FootPrints

Testing-your-configuration-settings

Managing-configuration-settings