Workflows are an extremely powerful tool within BluMortgage. If used correctly, Workflows give you the ability to automatically email external users, give your staff tasks, or automatically change fields within the system. In a nutshell, workflows save time and increase efficiency.
Building a workflow should not be taken lightly as it can automatically notify external parties on mass. Below we will breakdown how to build a workflow and showcase this in three different videos.
Important "Do Not's"
- When building a workflow DO NOT make a criteria that can be easily met. This system is live, so be mindful of an accidental trigger. We always encourage putting a dummy criteria in your workflow like "Mortgage Name is "DUMMY123" and then when testing make sure to make your mortgage "DUMMY123"
How to Build A Record Action Workflow Rule
In this video we show you the most popular type of workflow rules, and how to build one!
How To Build A Time Based Workflow Rule
If you want to trigger a workflow rule off of a specific date, the below video will show you how to do so:
How To Use Conditions To Be More Efficient With Workflow Rules
In this video we explain how to use conditions to better utilize workflows and get the most efficiency possible out of them.