【Zoho CRM】ワークフロールール機能に関するいくつかのアップデート

【Zoho CRM】ワークフロールール機能に関するいくつかのアップデート

ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。

今回のアップデートではワークフロールールに新たな設定オプションが追加され、以下が可能になりました。

  1. 以前に予定された処理を再スケジュール

  2. 日付の数式項目を実行条件として設定

  3. データの作成上限数を変更

  4. 自動処理で作成されたタスクに対するワークフローの実行

以下より詳細を確認していきましょう。


    1. 以前に予定された処理を再スケジュール 

今回のアップデートにより、ワークフローの予定時間を変更した場合、以前にスケジュールされたすべての処理にも自動的に適用されるようになりました。

例：

見込み客が「見込み客」タブに追加されてから5分後にメールを送信するよう設定していた場合、後でその時間を2分後に変更した場合でも、この変更が他のすべての既に予定されている処理にも反映されます。

 

 2 . 日付の数式項目を実行条件として設定  

今回の機能アップデートにより、日付の数式項目に基づいてワークフロールールを実行できるようになりました。


 

 


キャプチャのように、数式項目でトリガーとなる任意の日付を設定します。

（今回の場合、項目のラベルは「formula」で設定）






今回のアップデートにより、ワークフロールールを作成する際に、作成した日付の数式項目（formula）を選択できます。

 

 3. データの作成上限数を変更 

ワークフロー内で設定されるデータの作成上限数を以下のように変更しました。

​

 


これらの制限は、「タスクの追加」や「予定の登録」、「通話のスケジュール設定」など、自動で処理されたデータに適用されます。

ただし、手動で作成されたデータには上記は当てはまらないためご留意ください。

 

4.  自動処理で作成されたタスクに対するワークフローの実行

自動で作成されたタスクにワークフローが適用可能 ：

システムが自動で作成するタスク（例: 見込み客が追加された際に自動でタスクが生成される場合）でも、ワークフローが実行されるようになりました。

これにより、手動での作業を減らしつつ、設定した全てのタスクに対して一貫したワークフローの実行が可能になります。

 

２つ以上のワークフローで発生し得るループの防止：

例えば、ワークフローAで見込み客が作成されたときに自動でタスクを生成し、ワークフローBでタスクが作成された際にメール通知を送信する仕組みがあるとします。

もしこの2つのワークフローが相互にトリガーされ続けると、無限にループしてタスクが生成され続ける可能性があります。

しかし今回のアップデートにより、このようなループを検知して実行を自動で停止するため、システムが正常に動作し続けます。

 

 
Info適応環境：すべてのデータセンター

いかがでしょうか。ワークフロールールを利用中のユーザーさんはぜひ試してみてください。

……………………………………………………………………………………………

 

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