Creating workflow on an external table

Workflow works on tables inside Sage CRM only. To apply workflow to an external table, you must create a shadow table in Sage CRM. The data is retrieved from the external table in the ASP pages associated with the workflow rules. The table must have a workflowid field that links the record to the workflowinstance table.

For example, you can create the following:

• A foreign key on the internal Sage CRM table with a one-to-one relationship with the external table.
• A list screen to find and display a summary page for the external table.
• A Start Workflow button that calls an ASP page to insert a record into the internal table and attach it to the workflow.
• In addition to ASP pages, you can use conditional rules and global rules to perform actions. The JavaScript condition can look to the external table to determine whether workflow buttons should be displayed.
• Security policies on the shadow table that apply to the external table.