Navigation:  5 Using Total Enterprise CRM > 5.8 System administration > How to work with Admin? > How to view/edit already created workflows?

 

Business processes can be automated by creating workflows and applying them to records or allowing Total Enterprise CRM system to apply them automatically according to some pre-defined rules. The Workflow manager is a powerful feature that allows business processes and rules to be easily tailored inside Total Enterprise CRM system using an easily understood flow-chart system.

 

To view list of all available workflows in CRM system, follow these easy steps:

 

Step 1: Select 'Workflow'

 

 

On ribbon, click the "Admin" tab.

Under Workflows group, select "All Workflows".

 

Step 2: View the List

 

Here you can view the list of available workflows of CRM system.

 

Below the ribbon of above screen, you can see a set of tables which contain related records (only one type of records are present in one column).  This table is called grid. On the grid you can quickly see  the main details of the record and also see who created it, when it was created and the subject etc. etc.

 

Note:

If you need to edit any existing record shown in this grid – a quick double-click will launch an editor/form for editing. Click 'Save & Close' when you have done.

 

 

In Total Enterprise CRM workflows are listed in a grid; using remarkable features of this grid, you can further interact with these workflows. To do so, choose any of the actions listed below:

 

Workflows are listed in a sortable, flexible grid. You can sort these workflows either in ascending or descending order. You can also perform search techniques using CRM grid to exactly find the workflow you are looking for. For details:

 

To observe workflows in a grouped view, you can group them by any desired field. For details:

 

Tags are used as a way to classify workflows in an ad-hoc way, where it may not make sense to add additional fields into the CRM System. Workflows in database may be tagged to help organize them. New tags are simple to create, and you can filter any grid by tags to show desired workflows. Similarly, you can easily remove any tag that you have already assigned to a workflow. For details:

 

Importing and exporting records in workflow can be performed quickly and easily from/to Excel sheet to/from any grid in the CRM system. For details:

 

Printing any set of records is very easy in Total Enterprise CRM like printing in Microsoft Word. For details:

 

To quickly manipulate records, you can use split-view to observe list of workflows and their data at same location. For details:

 

The common actions like copy or delete a workflow, select all workflows, refresh workflows and create a new workflow or open an existing one  are also available within this grid. For details:

 

Note:

Some features are same for every grid under any tab you see in the Total Enterprise CRM system. These are:

. Copy, delete or refresh records and create a new or open an existing record.

. Sorting, searching and grouping records

. Assigning/removing tags & filtering by tags

. Exporting and importing records

. Printing any set of records

. Split-View to view list of items and data