{"id":15574,"date":"2019-04-23T09:23:08","date_gmt":"2019-04-23T09:23:08","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?page_id=15574"},"modified":"2020-01-14T12:00:18","modified_gmt":"2020-01-14T12:00:18","slug":"click2export-perform-the-action-for-selected-crm-word-template-with-workflow","status":"publish","type":"page","link":"https:\/\/www.inogic.com\/blog\/click2export-infocentre\/click2export-perform-the-action-for-selected-crm-word-template-with-workflow\/","title":{"rendered":"Click2Export: Perform the action for selected CRM word template with workflow"},"content":{"rendered":"

In the previous blog<\/a> we have seen how to configure workflow to automate the process of export. Now let\u2019s see the workflow in action.<\/p>\n

In this case, if you want to run the workflow on Record fields change (e.g. Budget Amount), then you can create workflow for that option in Automatic Processes. You need to add the Perform Action step and Click2Export Assemblies and define the CRM Word Templates, entity and actions that are to be performed after exporting.<\/p>\n

We are taking the example of Quote Entity. Here we have configured the workflow to trigger on change in the field Effective To.<\/p>\n

\"Click2Export<\/p>\n

If you choose any action i.e. Attach as a Note\/Attach to an Email or Upload to SharePoint in assembly\u2019s set properties then, after the trigger of workflow the action will be executed in the selected record itself.<\/p>\n

For example: We have selected the the Quote \u2013 Interested in Coffee Machines.<\/p>\n