Tables versus Views for Escalation Workflow Rules

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There are two different options when creating escalation workflow rules in Sage CRM v7.1. You can choose to create escalation workflow rules based on a table or a view. Depending on which option you choose to select will determine whether you can re-use denormalized fields in Sage CRM v7.1 for viewing purposes. Check the Sage CRM v7.1 Installation and Upgrade Guide for a list of denormalized fields that are dropped.

Say for example I wanted to set up a workflow action to send email to a company. Firstly I would set up a company workflow and create a workflow rule. A workflow rule can either use a table or a view. For the example to follow, I'm going to use 'vcompanyPE' view for my workflow rule.

Next I would create a workflow action for this rule and select 'Send E-mail' action. Then I can add '#comp_emailaddress#' into the 'To:' field of the email as illustrated below.

When I activate the workflow and create a company, I can click the new workflow link on the company screen. The email will be sent to the company with the populated #comp_emailaddress#

It is important to note that you cannot send an email with the populated #comp_emailaddress# to a recipient if you are using escalations workflow rule based on a company table. It only works with escalations workflow rule based on a company view because the comp_emailaddress no longer exists in the company table in Sage CRM v7.1.