Workflow 4 of 4 :
Workflow Actions Once evaluation rules are satisfied, then the Rule criteria will be checked. If the rule criteria is satisfied, then the actions pre-configured in the workflow are executed. Let’s…
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Workflows : Part 3 of 4
Workflow Rule Criteria As seen in the previous blog, the evaluation criteria in the workflow will decide whether the workflow should fire or not.However, rule criteria will be evaluated only…
Continue readingWorkflows: Part 2 of 4
Workflow Evaluation Criteria Before moving on to the configuration part, lets first discuss about the criteria that can fire up a workflow.Workflows can execute whenever there is an insert or…
Continue readingWorkflows: Part 1 of 4
Introduction : Salesforce has always tried to make its CRM so handy that an admin or a super user may never would require to write code. The CRM tool consists…
Continue reading14. Error Condition, Action and Configuration Rules in Product Rules
Error Condition Action Configuration Rules Error Condition: ErrorCondition are conditions on which the action needs to be fired in product rule The important fields in Error condition: 1….
Continue reading17. Validation Product Rule
Validation rules are used to confirm that a quote’s product combinations or quote line field values match predetermined conditions. User will see an error message if they don’t meet the…
Continue reading16. Selection Product Rule
Use Product rule to automatically add, remove, hide, enable and disable product in product bundle. Selection rule use action with the error condition. Following action types in selection rule: Add:…
Continue reading15. Alert Product Rule
Alert rules trigger warning messages when there’s a possible issue with the configuration. Sales reps can ignore the warning or return to configuration to fix what they forgot Example: In…
Continue reading13. Product Rules
You can decide a product option or quote against user-made conditions and perform an action in response. Store your conditions and actions in a product rule object It consists of:…
Continue reading10. Catalog and Cart Usability Features in Apttus
In our last article, we talked about Attributes and how they can be used in complex products and pricing setup in Apttus. In this article, we will talk about some…
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