This component, when installed, will implement a new Opportunity Workflow.
It gives examples of the following:
1) Primary, Transitional, Global, Conditional rules.
2) Initial assigning to a user, allocation to a team, and setting of a date.
3) The use of CreateScript and OnChange scripts to implement process-dependent rules.
4) Automatic creation of a task.
5) Use of a JavaScript condition to determine whether workflow actions should be available.
6) JavaScript condition that links activity on a task to the opportunity workflow.
7) The use of conditional rules to show looping in a workflow.
8) Use of custom Warning/Error messages.
This component was tested with Sage CRM 2025.
