Force.com Platform Fundamentals

Preface
Introducing the Force.com Platform
About the Sample Recruiting App
Reviewing Database Concepts
Building a Simple App
Enhancing the Simple App with Advanced Fields, Data Validation, and Page Layouts
Expanding the Simple App Using Relationships
Securing and Sharing Data
Collaborating with Chatter
Using Custom Workflow and Approval Processes
Introducing Workflow
Workflow in Our Recruiting App
Creating Workflow Rules That Assign Tasks
Try It Out: Create the “Send Rejection Letter” Workflow Rule
Try It Out: Create the “Send Rejection Letter” Workflow Task
Try It Out: Create the “Extend an Offer” Workflow Rule and Task
Look at What We've Done
Creating a Workflow Rule That Updates Fields
Creating a Workflow Rule That Sends Email Alerts
Introducing Approvals
Summing Up
Analyzing Data with Reports and Dashboards
Moving Beyond Point-and-Click App Development
Learning More
Glossary
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Look at What We've Done

Let's try out our new “Send Rejection Letter” workflow rule and see what happens:
  1. Click the Job Applications tab, and select a job application record.
  2. Click Edit, and change Status to Rejected.
  3. Click Save.

The Send Rejection Letter task automatically appears in the Open Activities related list on the Job Application detail page, as shown in the following screenshot.

Open Activities Related List on Job Application Detail Page The Job Application detail page for JA-00007. The new Send Rejection Letter workflow rule is displayed under Open Activities.

Pretty neat, don't you think? Not only that, but if you check in the recruiter's email inbox, he should have received an automatically-generated email notification that looks like the following:

1Jane Smith has assigned you a new task: 
2Subject: Send Rejection Letter
3Job Application: JA-00002 
4Due Date: 8/29/2013
5Priority: High
6
7For more details, click the following link:
8https://na1.salesforce.com/00Tx04123s5k1

The link in the email message takes the recruiter directly to the task detail page, where he or she can locate the contact information of the candidate and update the task status after the task is completed. The task also shows up in the My Tasks area on the recruiter's Home tab, and a reminder message will pop up in another day if the recruiter hasn't yet changed the task's status to “Completed.” Suddenly, our Recruiting app has become a lot more interactive and powerful!