Quick start guide.  Create a workflow that the users can invoke for a particular customer (contact) which sets the priority of all the customer’s cases.

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Presentation transcript:

Quick start guide

 Create a workflow that the users can invoke for a particular customer (contact) which sets the priority of all the customer’s cases to “High”

 Find the name of the 1:N Relationship between Cases and Contacts  Create a workflow on Case that sets priority to High  Create a workflow on Contact that distributes the previous workflow on all cases related to the Contact  Test

 Find the name of the 1:N Relationship between Cases and Contacts (“incident_customer_contacts”)

 Create a “Make Case High Priority” workflow on Case that sets priority to High. Set “Run as a Child process” to true, and activate it.

 Create a “Make Contact’s Cases High Priority” workflow on Contact that distributes the previous workflow on all cases related to the Contact

 See documentation for the 4.0 version to see how to test and how to setup the plugin to distribute workflows for N:N relationships.