Tutorial V2.41 (Lightning)

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  4. 12. How to use workflow?
  5. How to use formulas in workflows?

How to use formulas in workflows?

This tutorial explains what formula and workflow are and why do we need them. It also describes how to use formula and the flow of it.

1. What is workflow?
Workflow is used to record data (messages) to insert to the specific target base on condition. You set the condition to determine which interface you want your message to go through. You have to remember if your workflow doesn’t meet any condition they will remain pending. However, the pending message will delete if you check flag the Filter Message.

2. What is formula in workflow?
Formula (function) in workflow is used to return the result to compare one function to other function or fields. Each functions have different roles.

3. Prerequisite
Before creating workflow, you have to know some rules:
– Sequence: It an order number to define workflow
– Condition Active: When you check this flag it means you allowed to use condition
– Filter Messages: It’s a checkbox. If the workflow doesn’t meet any condition, the pending message will be deleted, in case, you checked this flag. If not, the messages will remain in message board.
– Interface Source: It a source of one object which you want to set the condition with.
– Target: The target you set to determine messages to go to. Workflow will push the messages to that field of object.
– Check Next: When you check this flag it means you want the workflow to check the next condition.
– Condition: It a box where you input condition in.

4. The creating of workflow
In this section, we assume that Integration and Interface are already created (To see how to create and configure Skyvva Integration/interface please check document“SkyvvaIntegration/Interface“).
After getting to know some rules of workflow it will be easy for you to create it. To create workflow, there are some steps must be followed:
– Check flag on Condition Active and Filter Message
– Choose Interface Source and Interface Target
– Choose Operation Type
– Check flag on Check Next

5. Using formula in workflow
There are lots of function you can choose to do in workflow. However, this documentation will be explained two specific functions which are:
– VLOOKUP
– IF

5.1 VLOOKUP Function

VLOOKUP function is used to retrieve a field value from custom/standard object. You can use this function to look up for the value of field if it available in Salesforce. The result will be True or False base on the condition you set.

– Syntax: VLOOKUP(Standard/CustomObjectName,FieldToRetrieve,FieldCondition1,Conditi on1,FieldCondition2,Condition2,…)
To set condition for workflow, you can:
– Choose function and insert it into the Condition box.
– Input the Source Fields and Operators
– Test Formula to see if the result True or False then Save.

5.2.  IF formula

IF function is used to check whether a condition is true, and return one value if TRUE and another value if FALSE.
– Syntax: IF(logical_test, value_if_true, value_if_false)
To set condition for workflow, you can:
– Choose function and insert it into the Condition box.
– Input the Source Fields and Operators
– Test Formula to see if the result True or False then Save.

 

 

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