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:
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
Setting-up-user-groups-and-configuring-user-access
Changing the look and feel of FootPrints