Workflow Management

ZINFI’s Unified Partner Management (UPM) platform has a dynamic configuration tool that facilitates the design, configuration, and automation of various business processes – the Workflow Management Application. It guides ZINFI customers and their partners through a step-by-step logical design process to develop, test, and execute automated business and campaign workflows. Configure Dynamic Page Layouts based on a specific field value(s), logical operators, and dependent single-select drop-down fields – with support for both Master Data and User-defined Data Sources. With Workflow Management, the days of coding are gone, and now you must drag, drop, and build what you want to automate.

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Workflow Process Automation

Create sophisticated, targeted flows without headaches, and give every contact in your database the attention they deserve. The Workflow visual editor makes it easy to envision workflows in real time—while building simple or complex follow-up workflows. Use advanced segmentation logic to determine exactly who gets enrolled in your organization’s workflows and when. Create Custom or Associate Applications with custom fields viz. Text Box, Dropdown List, Date, Formula, and Auto-number Fields, etc. Implement custom Regular Expressions, Unique Field Values, Record Type-based Page Layouts, Filtered Related Lists/Lookups, and configure Record Level Validation. Bulk Import Dropdown Field Values for Dropdown List and Multi Select Dropdown List Fields, Define Sort Order for selected values in a Multi-Select Dropdown Field, Manage Page Layouts/Sections/Related Lists via drag-drop and Configure Sort Order(s) for List Pages and Card Layout Pages.

The Workflow engine automates the regular and repetitive tasks of a business process, allowing your organization to define workflows without any code changes, thus saving time and money. The Workflow engine also helps you build streamlined, stable operations, requiring no code changes.

Key Features Include:

Define workflows for MDF, lead management, campaigns, deal reg., etc.
Automated Emails and Record Assignment based on defined conditions
Option to define Default value of a Field and Dropdown values Sort Order Configuration
Automatic Record value update based on user provided criteria

Dynamic Form Builder

The latest upgrade to the Workflow application features the creation of Dynamic Forms to input values and create module-specific Records captured via the Dynamic Form created specifically for that specific module. For example, the Dynamic Form, which the user will create for the Prospects application, will auto-upload Prospect detail information to the Prospects Records.

Dynamic Forms can be further integrated with Marketing tactics – customized Campaign Pages and executed to the end-user. The Dynamic Form will help you to reach out to Prospects and capture valuable information through the Form directly – syncing the record(s)/information to the specific UPM application.