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

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

Was this page helpful? Yes No Submitting... Thank you