What is the process of creating UI workflow?

 

The following steps are below:

1.      Go to settings à Processes

2.      Click New

3.      In the Create Process window, enter the following details –

4.      In the New Process Window enter the following details ­–

5.      You will see a new step added to the workflow. In this step, we will specify the user to whom all the created contacts should be assigned. Enter the name of step as Assign Record to Team. The Assign option will be defaulted as the entity on which we are creating the workflow (Contact in our case). Click the Lookup icon.

6.      In the Lookup window, select any user that you want. You can even select a team to whom you want to assign the record to. Click Add.

7.      Add another step by clicking Add Step à Send Email. In this step, we will configure sending email to the customer.

8.      A new step will be added. Enter its name as Send email to Customer. Click Set properties.

9.      In the next window to configure email, perform the following operations –

10.  Click Save and then Activate

11.  In the Process Active Confirmation popup that follows, click Activate.