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Feature overview

Workflow Rules

TeamDesk workflow rule filters the records to apply rule to, and allows triggering an action(s) when the record is added, updated or deleted; on, before or after the date specified in the record's field; or on periodical basis.

Many things required scripting now can be done automatically. For example:

  • Fill Completed Date field when Status is set to complete;

  • Automatically reassign Task back to Task Owner, one day before task expires and notify the Task Owner via e-mail;

  • Log who and when made record modification in a separate Log table.

Workflow rules are powerful tool to implement business process logic and transform the data with no user interaction.