September 27, 2010
Chad made a great post about integrating with Dovetail CRM the other day. He touched on creating event rules and I wanted to show how you can use Dovetail CRM to configure common workflow tasks. We see the following scenario a lot in the HR space: when a new employee joins the company, there are usually a number of related tasks the company needs to perform. For example, they might need to create an email account, assign a computer and configure domain permissions for the new employee. I'm going to show how Dovetail CRM can automatically create child cases related to a parent case to automate the process of entering the tasks into the system. When we're finished, we'll want the following statement to be true: When a case is created …