DisclaimerThis feature is not live yet. The purpose of this article is to give users a heads-up on the upcoming feature.

You can add record types to the conditions section in workflows

Record types can also be added to the Actions section

Record Types - Workflow Permissions

  1. Only editable and read-only record types for a user will show up under conditions

  2. Only editable record types for a user will show up under actions

  3. If the user does not have role or record type scope to view the workflow after creation, an error message will be displayed.


Deal creation scenarios

When you create deals through workflows,


A) Cross module deal creation

  1. When you add a deal through workflow action, but the conditions set are for a different module (eg.contacts), the record type of deal can only be a fixed value.


  1. The drop-down values will include all required fields of the selected record type


B) Same module deal creation 

  1. When both the conditions and action are configured for Deal module

 

  1. The record type in which the deal is created can be configured as a fixed or reference value

  2. The drop-down values will include required fields of all editable record types of the user who is configuring the workflow

  3. All field permissions will be applied during workflow execution

What happens to workflows on downgrade?

For new workflows,

The record types field will not be available under workflow conditions and actions. The record types field will not be displayed in webhooks, placeholders, and in the add deal overlay.

For existing workflows,

  1. Record type field added in workflow condition  - The record type field selected in the conditions will be removed.

  2. Record type field added in workflow action - 

    1. Record type field will be removed from the field selection drop down in all update actions

    2. Under Add deal action, ‘deal type’ dropdown selection of the record type will be removed. Rest of the fields will remain as is and the required property of fields will be fetched from module settings.

  3. Record type field added in webhook  - 

    1. Webhook will not be triggered if Record Types is used as a placeholder in the URL.

    2. Record Type field will be removed if used in the ‘Content’ section.

What happens when a record type is removed from a workflow?

The rest of the fields in the workflow will remain as is and the required property of fields will be fetched from module settings.


What is the impact of record types on Territories?

While configuring territories, you can choose Record Types under Territory rules

Only editable and read-only record types for a user will show up under territory rules.

What happens on downgrade to a territory?

The existing territory rules/conditions will remain, however, the record type field rule/condition will be removed.

If rules/conditions are configured only on record types, none of the conditions will be available after a downgrade and the CRM will also ensure that the territory rule doesn’t trigger any action.