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Custom Workflow
Overview
Workflow rules can be created to help automate field updates, email alerts, and follow-up tasks. Nonprofits would typically use workflow for cases like automatically creating a follow-up task whenever a donation is submitted, or automatically updating a major gift donation status to ASK.
The nonprofit template has some workflow rules already created which are outlined below. System Administrators can also create other workflow rules to help automate their application further.
Workflow Rules
Send Acknowledgement Letter
| Description
| Used to remind donation owner to send acknowledgement for any donations that are Posted / Closed Won.
|
| Object
| Donation (Opportunity)
|
| Type
| When a record is created, or when a record is edited and did not previously meet the rule criteria
|
| Criteria
| Opportunity: Stage equals Closed Won,Posted
|
| Workflow Actions
| Send Acknowledgement
|
Workflow Tasks
Send Acknowledgement
| Comments
| Used to remind donation owner to send acknowledgement for any donations that are Posted / Closed Won.
|
| Object
| Donation (Opportunity)
|
| Assigned To
| Donation Owner (Opportunity Owner)
|
| Status
| Not Started
|
| Priority
| Normal
|
| Due Date
| Rule Trigger Date + 7 days
|
| Notify Assignee
| True
|
| Used In Rules
| Send Acknowledgement Letter
|
Send Birthday Email
| Comments
|
|
| Object
| Contact
|
| Assigned To
| Contact Owner
|
| Status
| Not Started
|
| Priority
| Normal
|
| Due Date
| Rule Trigger Date - 5 days
|
| Notify Assignee
| True
|
| Used In Rules
|
|
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