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Execute Workflow and output

Execution of workflow is depends on what options you have selected while configuring the workflow.
  • Open Contact record and click on Run Workflow. 1342445
  • Select your workflow and click OK.1342446
  • Workflow is executed successfully.
  • Under All Activities the email and letter records are found.1342448
  • Open Email and view the attachments.1342449
  • Download the attachment and open in Microsoft Word. You will see the document created from the template.1342452
  • Similarly, go back to All activities and you can see the same document attached under letter.1342453

Last edited Jan 5, 2015 at 11:55 AM by asposemarketplace, version 1