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
Creating a Workflow Rule That Updates Fields
Creating a Workflow Rule That Sends Email Alerts
Introducing Email Templates
Try It Out: Build an Email Template
Try It Out: Create the New Position Workflow Rule and Alert
Introducing Approvals
Summing Up
Analyzing Data with Reports and Dashboards
Moving Beyond Point-and-Click App Development
Learning More
Glossary
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Try It Out: Create the New Position Workflow Rule and Alert

Now that we've built our email template, we're ready to build the workflow rule and email alert that use it. By now this procedure should be very familiar to you:
  1. From Setup, enter Workflow Rules in the Quick Find box, then select Workflow Rules.
  2. Click New Rule.
  3. In the Object drop-down list, choose Position and click Next.
  4. In the Rule Name text box, enter Email New Position Alert.
  5. In the Description text box, enter Send an email to everyone whenever a position record is opened.

We only want this rule to execute when a position record's status changes to Open - Approved.

  1. In the Evaluate the rule when a record is: field, select created, and any time it’s edited to subsequently meet criteria.
  2. In the first row of rule criteria:
    • Set the Field to Position: Status.
    • Set the Operator to equals.
    • Set the Value to Open - Approved. Although New Position is the default value of the Status picklist, we only want to publicize those positions that have been approved for hire by an executive.
  3. Click Save & Next.
Now let's create the email alert for this workflow rule:
  1. In the Immediate Workflow Actions area, click Add Workflow Action, and select New Email Alert.
  2. In the Description text box, enter Email New Position Alert.
  3. Next to the Email Template field, click the lookup icon (Lookup icon), and select Recruiting App: New Position Alert.

We want to send this email to everyone at Universal Containers, but for this workflow rule there's no obvious way of doing that. We can work around this by relying on our role hierarchy and sending the email to everyone in the CEO role and its subordinates.

  1. In the Recipient Type Search field, choose Role and Subordinates.
  2. In the Available Recipients list, select Role and Subordinates: CEO and click Add.
  3. Click Save.
  4. Click Done.
  5. Click Activate.

And that's all there is to it! To test out this workflow rule, all you need to do is create a new position record with a status of Open - Approved. Within a few seconds, all users within your organization will receive an email letting them know that a position has just been created. Go ahead—try it!

Beyond the Basics

Did you know you can use the Developer Console to troubleshoot Apex, workflow rules, and validation logic?

Say you want to debug a workflow rule that isn't working correctly. You can use the console to step through the execution log of everything that occurred during the request, line by line, until you find the problem.

To find out more, click Help in the Developer Console.