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Business Process Samples

Approval Sample

Creating an approval process is very simple. You create a starting element, add the user task for approval, then you can decide if you want to send an email announcing the event.

Approval with Timeout Sample

The approval process with a timeout is a bit more complicated. In this case, the Event-Based Gateway is used to create multiple paths.

Case Escalation Notification Sample

Case escalation looks complicated, but it is really the same settings used 3 times.

Territory-Based Assignment Sample

A business process can be used to automate team assignments by territory using a Switch Activity.

Tracking Days in Status Sample

The number of daes that a lead sits at a specific status can be captured by a process with a daily timer.

Capture Last Sales Stage Sample

A business process can be used to capture the last sales stage prior to the opportunity being closed.

Custom Activity Sample

An approval can be performed by a C# activity to allow for a more complex calculation.

Custom SQL Procedure Sample

An approval can be performed by a SQL procedure to allow for a more complex calculation.