Workflow Rule - My Procurement

Settings

When should this workflow run?

Rule Label *

Rule Name *

Lowercase, numbers, underscores. Immutable after creation.

Description

Related Table *

Immutable after creation.

Trigger *

Run Timing *

Before Save (validate / set fields on this record) After Save (query, create/update others, email)

Update Evaluation Mode

Every time the record is edited and matches Only when the record changes to meet the criteria

Active

Which records does this run for? Leave empty to run for every triggering record.

The ordered steps that run when the entry criteria match. At least one is required.