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OneCRM | Workflows
Create a Workflow
How to create a workflow?
Workflows With workflows you can rewrite how a particular process/workflow is approved in OneHash. You can set multiple levels of approval for an OneHash Workflow. To allow multiple people to submit multiple requests, for approvals by multiple users, OneHash requires you to fill the Workflow conditions. OneHash tracks the multiple permissions before submission. Example of a leave application Workflow is given below: !(https://storage.crisp.chat/users/helpdesk/website/6f1c2c7b80
Assignment rule: Do you want an automatic assignment of documents to users?
An Assignment Rule lets you set up automatic assignment of documents to Users. Assignment Rule will be useful in a scenario like—you have a support team and incoming support tickets. To assign the support tickets automatically amongst the employees who work on support, an Assignment Rule can be used. To access Assignment Rule, go to: ++Home > Settings > Assignment Rule++ To set up an automatic assignment: Go to the Assignment Rule list, click on New.
What are Workflow Actions?
Workflow Actions Workflow Actions is a single place to manage all the pending actions you can take on Workflows. Workflow Actions will send email notifications only if the 'Send Email Alert' checkbox is ticked in the Workflow that you've created. To access Workflow Actions, go to: ++Home > Settings > Workflow Actions++ If a User is eligible to take action on some workflows, emails will be sent to the user with the relevant document as attachment. From there the user can ++Approve++
Setting Up the Workflow State
Workflow State A Workflow State is a state in the workflow you create. Different Workflow States may be achieved before or after applying different Workflow Actions on them. If you want to create a Workflow where there are multiple approvals from manager, senior manager, general manager, etc., you can set the states for it from Workflow States. By default, the following Workflow States are created in OneHash: !(https://storage.crisp.chat/users/helpdesk/website/6f1c2c7b8034d000/93_2x