Hello Guys, i m new in the suite crm watch tutorials and have installed it. But i hasnt find the way where i will be able to manage/change the condition which we apply in the workflow. so can anyone guide me how to proceed with it.
Regards
shakti
Hi Shakti3,
You should be able to customize your workflows in the Workflow module.
You can find this module by hovering over “All” on the top navigation bar, (Or “More”, if that appears instead)
Then, in the dropdown that appears, you should be able to see “Workflow”
Click into this, and you will be taken to the workflow module.
Then, you can create, or edit, workflows!
We also have a Userguide that may provide assistance. The section on Workflows can be found here:
https://suitecrm.com/wiki/index.php/Userguide#Advanced_Open_Workflow
If this doesn’t answer your question, or If you have any further questions, feel free to ask!