Step-by-step how to Create Greentree Workflow BPM Process

Greentree Workflow has an optional BPM ‘Business Process Management’ sub module that integrates with the rules ‘Approvals & Alerts‘ options, as well as allowing the user to run a BPM process via a form or a desk independently of rules for example.

This module can be useful to ensure that staff follow strict business processes and to demonstrate how Greentree can achieve this requirement, this example ‘How To’ document has been created with conditional ‘If then else’ branches to automatically pick the correct Word template to merge via the CRM COM interface depending upon a custom field set on Service Requests.